See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,792 | $85,202-85.0% | $172,739-92.6% | $72,985-82.5% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 22.08% | 27.32%-5.2pp | 802.84%-780.8pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,080 | $3,324-67.5% | $5,143-79.0% | $2,440-55.7% |
| Participant deferral / active EE | $2,421 | $3,260-25.7% | $5,198-53.4% | $3,607-32.9% |
| Admin fee / account holder | $1,450 | $5,884-75.4% | $13,954-89.6% | $5,124-71.7% |