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 | $26,761 | $100,041-73.3% | $149,718-82.1% | $70,131-61.8% |
| Participation rate | 81.4% | 83.6%-2.2pp | 87.1%-5.7pp | 69.5%+11.9pp |
| Annual return | 14.52% | 27.43%-12.9pp | 1501.63%-1487.1pp | 73.14%-58.6pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,536 | $4,983-49.1% | $6,569-61.4% | $3,332-23.9% |
| Admin fee / account holder | $2,182 | $8,286-73.7% | $11,283-80.7% | $4,645-53.0% |