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 | $14,397 | $158,817-90.9% | $121,196-88.1% | $135,375-89.4% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.7%+6.0pp | 82.6%-4.9pp |
| Annual return | 27.39% | -0.64%+28.0pp | 16.93%+10.5pp | 519.73%-492.3pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,607 | $4,005-34.9% | $3,344-22.1% | $5,609-53.5% |
| Admin fee / account holder | $2,776 | $6,512-57.4% | $5,019-44.7% | $10,827-74.4% |