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 | $7,672 | $156,846-95.1% | $121,098-93.7% | $139,434-94.5% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 19.81% | 1474.56%-1454.7pp | 985.75%-965.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $397 | $5,536-92.8% | $4,164-90.5% | $4,751-91.6% |
| Participant deferral / active EE | $1,307 | $4,844-73.0% | $4,080-68.0% | $6,710-80.5% |
| Admin fee / account holder | $402 | $6,946-94.2% | $5,644-92.9% | $11,403-96.5% |