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 | $13,339 | $99,079-86.5% | $77,999-82.9% | $273,961-95.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 9.97% | 217.93%-208.0pp | 425.96%-416.0pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,530 | $3,308-53.8% | $2,470-38.1% | $4,869-68.6% |
| Participant deferral / active EE | $4,226 | $4,306-1.9% | $3,497+20.9% | $5,287-20.1% |
| Admin fee / account holder | $3,397 | $8,954-62.1% | $5,480-38.0% | $10,132-66.5% |