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 | $11,450 | $106,890-89.3% | $84,015-86.4% | $152,861-92.5% |
| Participation rate | 82.4% | 75.2%+7.1pp | 69.0%+13.3pp | 82.4%-0.1pp |
| Annual return | 19.32% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,174 | $2,734-57.1% | $1,983-40.8% | $4,762-75.3% |
| Participant deferral / active EE | $2,666 | $4,011-33.5% | $3,239-17.7% | $5,850-54.4% |
| Admin fee / account holder | $3,838 | $8,285-53.7% | $6,101-37.1% | $11,596-66.9% |