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 | $8,272 | $82,032-89.9% | $123,104-93.3% | $59,632-86.1% |
| Participation rate | 86.3% | 83.2%+3.0pp | 86.8%-0.5pp | 68.7%+17.6pp |
| Annual return | 26.33% | 5.12%+21.2pp | 13.22%+13.1pp | 2041.28%-2015.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,464 | $4,667-4.3% | $6,230-28.3% | $3,192+39.9% |
| Admin fee / account holder | $698 | $5,881-88.1% | $9,015-92.3% | $4,297-83.8% |