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 | $1,951 | $51,638-96.2% | $68,368-97.1% | $82,448-97.6% |
| Participation rate | 86.5% | 63.6%+22.9pp | 73.8%+12.8pp | 68.1%+18.5pp |
| Annual return | 15.43% | 37.53%-22.1pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,024 | $2,914-64.9% | $4,123-75.2% | $4,139-75.3% |
| Admin fee / account holder | $368 | $4,643-92.1% | $5,150-92.8% | $7,234-94.9% |