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 | $8,730 | $102,966-91.5% | $90,281-90.3% | $152,861-94.3% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 26.31% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,301 | $3,139-58.6% | $2,854-54.4% | $4,762-72.7% |
| Participant deferral / active EE | $1,635 | $4,281-61.8% | $3,885-57.9% | $5,850-72.0% |
| Admin fee / account holder | $348 | $6,171-94.4% | $5,351-93.5% | $11,596-97.0% |