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 | $16,262 | $149,734-89.1% | $118,925-86.3% | $158,922-89.8% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 12.27% | 19.95%-7.7pp | 35.88%-23.6pp | 302.83%-290.6pp |
| Employer contribution / active EE | $1,175 | $4,115-71.4% | $3,263-64.0% | $4,761-75.3% |
| Participant deferral / active EE | $2,253 | $5,223-56.9% | $4,265-47.2% | $5,982-62.3% |
| Admin fee / account holder | $2,748 | $8,603-68.1% | $6,581-58.2% | $11,246-75.6% |