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 | $14,564 | $176,377-91.7% | $134,143-89.1% | $158,922-90.8% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 13.23% | 63.63%-50.4pp | 36.33%-23.1pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,367 | $5,040-72.9% | $3,704-63.1% | $4,761-71.3% |
| Participant deferral / active EE | $6,697 | $4,091+63.7% | $3,499+91.4% | $5,982+11.9% |
| Admin fee / account holder | $2,288 | $8,718-73.7% | $6,684-65.8% | $11,246-79.7% |