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 | $8,142 | $77,634-89.5% | $156,549-94.8% | $62,891-87.1% |
| Participation rate | 78.0% | 71.2%+6.8pp | 84.0%-6.0pp | 69.3%+8.7pp |
| Annual return | 10.23% | 50.32%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,735 | $3,444-49.6% | $5,501-68.5% | $2,281-23.9% |
| Participant deferral / active EE | $1,995 | $3,045-34.5% | $4,871-59.0% | $3,203-37.7% |
| Admin fee / account holder | $354 | $5,561-93.6% | $13,027-97.3% | $4,296-91.7% |