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 | $10,971 | $153,311-92.8% | $109,313-90.0% | $273,961-96.0% |
| Participation rate | 76.2% | 80.1%-3.9pp | 71.3%+4.9pp | 83.0%-6.8pp |
| Annual return | 4.97% | 29.86%-24.9pp | 22.07%-17.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $937 | $5,619-83.3% | $3,892-75.9% | $4,869-80.7% |
| Participant deferral / active EE | $280 | $3,932-92.9% | $3,166-91.1% | $5,287-94.7% |
| Admin fee / account holder | $996 | $8,076-87.7% | $5,666-82.4% | $10,132-90.2% |