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 | $7,703 | $91,037-91.5% | $71,671-89.3% | $147,584-94.8% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 19.95% | 20.48%-0.5pp | 20.65%-0.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,399 | $3,327-58.0% | $2,460-43.1% | $4,876-71.3% |
| Participant deferral / active EE | $1,211 | $4,498-73.1% | $3,438-64.8% | $5,439-77.7% |
| Admin fee / account holder | $639 | $8,613-92.6% | $5,558-88.5% | $10,885-94.1% |