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 | $7,851 | $65,041-87.9% | $90,951-91.4% | $79,858-90.2% |
| Participation rate | 74.4% | 61.6%+12.8pp | 69.0%+5.4pp | 69.6%+4.8pp |
| Annual return | 18.90% | 30.45%-11.6pp | 134.60%-115.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,030 | $1,247-17.4% | $2,122-51.5% | $2,471-58.3% |
| Participant deferral / active EE | $1,972 | $2,512-21.5% | $3,373-41.5% | $3,740-47.3% |
| Admin fee / account holder | $1,761 | $4,536-61.2% | $5,959-70.5% | $5,306-66.8% |