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 | $15,843 | $64,324-75.4% | $118,925-86.7% | $79,858-80.2% |
| Participation rate | 86.7% | 64.9%+21.8pp | 75.4%+11.3pp | 69.6%+17.0pp |
| Annual return | 14.08% | 86.45%-72.4pp | 35.88%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,075 | $1,836-41.5% | $3,263-67.1% | $2,471-56.5% |
| Participant deferral / active EE | $1,446 | $2,824-48.8% | $4,265-66.1% | $3,740-61.3% |
| Admin fee / account holder | $3,186 | $4,040-21.1% | $6,581-51.6% | $5,306-40.0% |