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 | $19,823 | $69,977-71.7% | $108,579-81.7% | $62,891-68.5% |
| Participation rate | 97.2% | 72.9%+24.3pp | 79.6%+17.7pp | 69.3%+27.9pp |
| Annual return | 19.15% | 10.73%+8.4pp | -51.70%+70.8pp | 20.14%-1.0pp |
| Employer contribution / active EE | $1,752 | $2,135-17.9% | $3,758-53.4% | $2,281-23.2% |
| Participant deferral / active EE | $1,755 | $3,165-44.5% | $4,311-59.3% | $3,203-45.2% |
| Admin fee / account holder | $795 | $5,076-84.3% | $7,645-89.6% | $4,296-81.5% |