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 | $3,023 | $77,634-96.1% | $156,549-98.1% | $62,891-95.2% |
| Participation rate | 95.9% | 71.2%+24.7pp | 84.0%+11.9pp | 69.3%+26.6pp |
| Annual return | 6.51% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,099 | $3,444-68.1% | $5,501-80.0% | $2,281-51.8% |
| Participant deferral / active EE | $1,375 | $3,045-54.8% | $4,871-71.8% | $3,203-57.1% |
| Admin fee / account holder | $574 | $5,561-89.7% | $13,027-95.6% | $4,296-86.6% |