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 7-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 | $12,005 | $91,190-86.8% | $178,490-93.3% | $79,858-85.0% |
| Participation rate | 73.1% | 69.2%+3.9pp | 81.9%-8.8pp | 69.6%+3.4pp |
| Annual return | 10.84% | 24.19%-13.4pp | 151.07%-140.2pp | 31.71%-20.9pp |
| Employer contribution / active EE | $871 | $3,256-73.2% | $5,011-82.6% | $2,471-64.7% |
| Participant deferral / active EE | $2,057 | $3,236-36.4% | $5,202-60.5% | $3,740-45.0% |
| Admin fee / account holder | $1,159 | $6,751-82.8% | $13,984-91.7% | $5,306-78.2% |