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 | $15,580 | $81,208-80.8% | $98,907-84.2% | $79,858-80.5% |
| Participation rate | 98.1% | 72.5%+25.6pp | 76.0%+22.1pp | 69.6%+28.5pp |
| Annual return | 17.67% | 60.99%-43.3pp | 196.43%-178.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $1,591 | $1,960-18.8% | $2,689-40.8% | $2,471-35.6% |
| Participant deferral / active EE | $2,641 | $3,265-19.1% | $4,244-37.8% | $3,740-29.4% |
| Admin fee / account holder | $2,289 | $6,013-61.9% | $6,642-65.5% | $5,306-56.9% |