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 | $16,180 | $112,881-85.7% | $90,951-82.2% | $158,922-89.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.67% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,395 | $2,893-51.8% | $2,122-34.3% | $4,761-70.7% |
| Participant deferral / active EE | $5,501 | $4,128+33.3% | $3,373+63.1% | $5,982-8.1% |
| Admin fee / account holder | $23,889 | $8,041+197.1% | $5,959+300.9% | $11,246+112.4% |