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 | $20,489 | $86,286-76.3% | $111,297-81.6% | $85,850-76.1% |
| Participation rate | 97.5% | 73.3%+24.2pp | 77.3%+20.2pp | 69.3%+28.2pp |
| Annual return | 12.05% | 19.99%-7.9pp | 54.65%-42.6pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,397 | $2,043-31.6% | $2,731-48.8% | $2,565-45.5% |
| Participant deferral / active EE | $3,289 | $3,641-9.7% | $4,487-26.7% | $3,952-16.8% |
| Admin fee / account holder | $1,458 | $8,188-82.2% | $7,964-81.7% | $6,260-76.7% |