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 | $10,615 | $109,359-90.3% | $162,163-93.5% | $72,985-85.5% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 21.41% | 25.46%-4.1pp | 115.59%-94.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,532 | $3,907-9.6% | $5,614-37.1% | $2,440+44.8% |
| Participant deferral / active EE | $3,247 | $5,481-40.8% | $7,298-55.5% | $3,607-10.0% |
| Admin fee / account holder | $2,879 | $7,972-63.9% | $10,843-73.4% | $5,124-43.8% |