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 | $9,619 | $149,734-93.6% | $118,925-91.9% | $158,922-93.9% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 6.78% | 19.95%-13.2pp | 35.88%-29.1pp | 302.83%-296.0pp |
| Employer contribution / active EE | $1,275 | $4,115-69.0% | $3,263-60.9% | $4,761-73.2% |
| Participant deferral / active EE | $2,222 | $5,223-57.5% | $4,265-47.9% | $5,982-62.9% |
| Admin fee / account holder | $11,262 | $8,603+30.9% | $6,581+71.1% | $11,246+0.1% |