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 | $54,705-96.4% | $71,209-97.3% | $84,808-97.7% |
| Participation rate | 86.5% | 64.1%+22.5pp | 73.8%+12.8pp | 68.3%+18.2pp |
| Annual return | 15.43% | 35.90%-20.5pp | 282.51%-267.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,024 | $3,030-66.2% | $4,175-75.5% | $4,212-75.7% |
| Admin fee / account holder | $368 | $4,863-92.4% | $5,349-93.1% | $7,344-95.0% |