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 | $7,748 | $70,002-88.9% | $115,037-93.3% | $52,331-85.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.13% | 4.04%+10.1pp | 26.14%-12.0pp | 4.54%+9.6pp |
| Employer contribution / active EE | $1,970 | $2,715-27.4% | $4,608-57.2% | $1,882+4.7% |
| Participant deferral / active EE | $2,194 | $4,920-55.4% | $6,026-63.6% | $3,022-27.4% |
| Admin fee / account holder | $2,626 | $566+363.9% | $8,175-67.9% | $592+343.9% |