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 | $11,898 | $64,348-81.5% | $90,160-86.8% | $70,131-83.0% |
| Participation rate | 82.9% | 70.4%+12.4pp | 76.9%+6.0pp | 69.5%+13.3pp |
| Annual return | 39.47% | 28.13%+11.3pp | 34.88%+4.6pp | 73.14%-33.7pp |
| Employer contribution / active EE | $630 | $2,046-69.2% | $3,318-81.0% | $2,342-73.1% |
| Participant deferral / active EE | $3,428 | $4,389-21.9% | $5,288-35.2% | $3,332+2.9% |
| Admin fee / account holder | $774 | $3,944-80.4% | $5,943-87.0% | $4,645-83.3% |