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 | $13,285 | $72,277-81.6% | $101,248-86.9% | $79,858-83.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.02% | 22.30%-9.3pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $3,323 | $2,692+23.5% | $3,660-9.2% | $2,471+34.5% |
| Participant deferral / active EE | $1,939 | $3,282-40.9% | $4,370-55.6% | $3,740-48.2% |
| Admin fee / account holder | $964 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |