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 | $5,064 | $93,346-94.6% | $71,796-92.9% | $273,961-98.2% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 5.02% | 130.39%-125.4pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,149 | $2,733-58.0% | $1,924-40.3% | $4,869-76.4% |
| Participant deferral / active EE | $1,886 | $3,475-45.7% | $2,794-32.5% | $5,287-64.3% |
| Admin fee / account holder | $328 | $6,571-95.0% | $4,815-93.2% | $10,132-96.8% |