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 | $13,385 | $53,822-75.1% | $75,696-82.3% | $85,850-84.4% |
| Participation rate | 88.6% | 69.1%+19.6pp | 74.8%+13.8pp | 69.3%+19.3pp |
| Annual return | 21.97% | 24.54%-2.6pp | 104.53%-82.6pp | 318.53%-296.6pp |
| Employer contribution / active EE | $621 | $2,017-69.2% | $2,743-77.3% | $2,565-75.8% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $397 | $3,343-88.1% | $3,619-89.0% | $6,260-93.7% |