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 | $10,436 | $95,416-89.1% | $185,823-94.4% | $85,850-87.8% |
| Participation rate | 84.7% | 68.8%+16.0pp | 81.7%+3.0pp | 69.3%+15.4pp |
| Annual return | 17.53% | 23.59%-6.1pp | 122.05%-104.5pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,319 | $3,314-60.2% | $5,167-74.5% | $2,565-48.6% |
| Participant deferral / active EE | $2,328 | $3,423-32.0% | $5,568-58.2% | $3,952-41.1% |
| Admin fee / account holder | $3,370 | $7,213-53.3% | $16,237-79.2% | $6,260-46.2% |