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 | $11,633 | $118,680-90.2% | $98,907-88.2% | $158,922-92.7% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 18.66% | 372.35%-353.7pp | 196.43%-177.8pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,075 | $3,333-67.7% | $2,689-60.0% | $4,761-77.4% |
| Participant deferral / active EE | $2,921 | $5,088-42.6% | $4,244-31.2% | $5,982-51.2% |
| Admin fee / account holder | $360 | $10,131-96.4% | $6,642-94.6% | $11,246-96.8% |