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 | $7,832 | $85,202-90.8% | $172,739-95.5% | $72,985-89.3% |
| Participation rate | 80.5% | 70.1%+10.4pp | 82.6%-2.2pp | 69.5%+11.0pp |
| Annual return | 19.44% | 27.32%-7.9pp | 802.84%-783.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,015 | $3,324-69.5% | $5,143-80.3% | $2,440-58.4% |
| Participant deferral / active EE | $1,770 | $3,260-45.7% | $5,198-65.9% | $3,607-50.9% |
| Admin fee / account holder | $794 | $5,884-86.5% | $13,954-94.3% | $5,124-84.5% |