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 | $11,497 | $106,890-89.2% | $84,015-86.3% | $152,861-92.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 12.86% | 104.99%-92.1pp | 71.31%-58.4pp | 345.32%-332.5pp |
| Employer contribution / active EE | $975 | $2,734-64.3% | $1,983-50.8% | $4,762-79.5% |
| Participant deferral / active EE | $1,197 | $4,011-70.2% | $3,239-63.0% | $5,850-79.5% |
| Admin fee / account holder | $21,268 | $8,285+156.7% | $6,101+248.6% | $11,596+83.4% |