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 | $11,424 | $88,672-87.1% | $105,223-89.1% | $82,448-86.1% |
| Participation rate | 89.3% | 67.9%+21.4pp | 75.0%+14.2pp | 68.1%+21.2pp |
| Annual return | 18.23% | 30.86%-12.6pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,446 | $3,048-52.5% | $3,689-60.8% | $2,551-43.3% |
| Participant deferral / active EE | $2,212 | $4,036-45.2% | $5,072-56.4% | $4,139-46.6% |
| Admin fee / account holder | $1,557 | $7,146-78.2% | $8,859-82.4% | $7,234-78.5% |