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 | $11,389 | $93,346-87.8% | $71,796-84.1% | $273,961-95.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.74% | 130.39%-126.6pp | 78.04%-74.3pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,621 | $2,733-40.7% | $1,924-15.8% | $4,869-66.7% |
| Participant deferral / active EE | $9,705 | $3,475+179.3% | $2,794+247.3% | $5,287+83.6% |
| Admin fee / account holder | $3,821 | $6,571-41.8% | $4,815-20.6% | $10,132-62.3% |