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 | $11,879 | $78,705-84.9% | $117,854-89.9% | $70,131-83.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 19.37% | 23.30%-3.9pp | 335.08%-315.7pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,340 | $2,223-39.8% | $3,786-64.6% | $2,342-42.8% |
| Participant deferral / active EE | $2,695 | $3,297-18.3% | $4,482-39.9% | $3,332-19.1% |
| Admin fee / account holder | $2,199 | $5,065-56.6% | $8,020-72.6% | $4,645-52.7% |