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 | $10,108 | $91,190-88.9% | $178,490-94.3% | $79,858-87.3% |
| Participation rate | 80.4% | 69.2%+11.2pp | 81.9%-1.6pp | 69.6%+10.7pp |
| Annual return | 17.28% | 24.19%-6.9pp | 151.07%-133.8pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,034 | $3,256-68.2% | $5,011-79.4% | $2,471-58.2% |
| Participant deferral / active EE | $1,768 | $3,236-45.4% | $5,202-66.0% | $3,740-52.7% |
| Admin fee / account holder | $2,460 | $6,751-63.6% | $13,984-82.4% | $5,306-53.6% |