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 | $12,767 | $76,000-83.2% | $154,107-91.7% | $64,186-80.1% |
| Participation rate | 80.9% | 70.4%+10.4pp | 83.0%-2.2pp | 69.6%+11.3pp |
| Annual return | 2.97% | 30.32%-27.4pp | 735.12%-732.2pp | 7.63%-4.7pp |
| Employer contribution / active EE | $644 | $3,351-80.8% | $5,298-87.8% | $2,381-72.9% |
| Participant deferral / active EE | $1,405 | $3,175-55.8% | $5,081-72.4% | $3,470-59.5% |
| Admin fee / account holder | $864 | $5,596-84.6% | $13,411-93.6% | $4,888-82.3% |