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 | $13,693 | $63,346-78.4% | $92,233-85.2% | $70,131-80.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 76.5%-1.5pp | 69.5%+5.5pp |
| Annual return | 17.65% | 530.12%-512.5pp | 176.28%-158.6pp | 73.14%-55.5pp |
| Employer contribution / active EE | $1,369 | $2,471-44.6% | $3,679-62.8% | $2,342-41.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,178 | $3,840-17.3% | $5,194-38.8% | $4,645-31.6% |