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 | $10,250 | $58,694-82.5% | $142,863-92.8% | $85,850-88.1% |
| Participation rate | 84.2% | 58.5%+25.7pp | 71.9%+12.3pp | 69.3%+14.9pp |
| Annual return | 13.23% | 27.72%-14.5pp | 5637.54%-5624.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $889 | $1,423-37.5% | $4,144-78.5% | $2,565-65.3% |
| Participant deferral / active EE | $1,946 | $2,607-25.4% | $3,837-49.3% | $3,952-50.8% |
| Admin fee / account holder | $1,103 | $4,239-74.0% | $6,560-83.2% | $6,260-82.4% |