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 | $16,819 | $63,346-73.4% | $92,233-81.8% | $70,131-76.0% |
| Participation rate | 71.9% | 68.7%+3.2pp | 76.5%-4.6pp | 69.5%+2.3pp |
| Annual return | 13.47% | 530.12%-516.6pp | 176.28%-162.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $904 | $2,471-63.4% | $3,679-75.4% | $2,342-61.4% |
| Participant deferral / active EE | $2,235 | $2,854-21.7% | $3,897-42.6% | $3,332-32.9% |
| Admin fee / account holder | $425 | $3,840-88.9% | $5,194-91.8% | $4,645-90.8% |