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 | $12,780 | $93,346-86.3% | $71,796-82.2% | $273,961-95.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.52% | 130.39%-122.9pp | 78.04%-70.5pp | 41.45%-33.9pp |
| Employer contribution / active EE | $488 | $2,733-82.1% | $1,924-74.6% | $4,869-90.0% |
| Participant deferral / active EE | $2,352 | $3,475-32.3% | $2,794-15.8% | $5,287-55.5% |
| Admin fee / account holder | $338 | $6,571-94.9% | $4,815-93.0% | $10,132-96.7% |