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 | $14,894 | $48,364-69.2% | $71,796-79.3% | $62,891-76.3% |
| Participation rate | 83.3% | 60.6%+22.7pp | 69.1%+14.2pp | 69.3%+14.0pp |
| Annual return | 7.10% | 13.16%-6.1pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,199 | $1,042+15.1% | $1,924-37.7% | $2,281-47.4% |
| Participant deferral / active EE | $1,765 | $2,091-15.6% | $2,794-36.8% | $3,203-44.9% |
| Admin fee / account holder | $977 | $3,771-74.1% | $4,815-79.7% | $4,296-77.2% |