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 | $10,921 | $100,901-89.2% | $75,670-85.6% | $147,584-92.6% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.3%+17.7pp | 82.8%+7.2pp |
| Annual return | 12.89% | 35.78%-22.9pp | 27.34%-14.5pp | 578.55%-565.7pp |
| Employer contribution / active EE | $899 | $3,253-72.4% | $2,352-61.8% | $4,876-81.6% |
| Participant deferral / active EE | $979 | $4,027-75.7% | $3,142-68.8% | $5,439-82.0% |
| Admin fee / account holder | $978 | $11,285-91.3% | $5,800-83.1% | $10,885-91.0% |