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 | $8,917 | $48,046-81.4% | $84,611-89.5% | $72,985-87.8% |
| Participation rate | 81.0% | 57.6%+23.4pp | 68.2%+12.7pp | 69.5%+11.5pp |
| Annual return | 26.83% | 37.38%-10.6pp | 258.74%-231.9pp | 81.00%-54.2pp |
| Employer contribution / active EE | $1,769 | $1,602+10.4% | $2,652-33.3% | $2,440-27.5% |
| Participant deferral / active EE | $2,188 | $2,680-18.4% | $3,899-43.9% | $3,607-39.3% |
| Admin fee / account holder | $2,457 | $3,395-27.6% | $4,912-50.0% | $5,124-52.0% |