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 | $11,082 | $158,817-93.0% | $121,196-90.9% | $135,375-91.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | 6.68% | -0.64%+7.3pp | 16.93%-10.2pp | 519.73%-513.1pp |
| Employer contribution / active EE | $1,573 | $5,665-72.2% | $4,022-60.9% | $4,779-67.1% |
| Participant deferral / active EE | $2,917 | $4,005-27.2% | $3,344-12.8% | $5,609-48.0% |
| Admin fee / account holder | $393 | $6,512-94.0% | $5,019-92.2% | $10,827-96.4% |