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 | $8,946 | $108,642-91.8% | $74,701-88.0% | $152,861-94.1% |
| Participation rate | 93.8% | 65.3%+28.4pp | 54.5%+39.3pp | 82.4%+11.3pp |
| Annual return | 20.55% | 114.06%-93.5pp | 752.92%-732.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $802 | $1,503-46.6% | $1,084-26.0% | $4,762-83.2% |
| Participant deferral / active EE | $2,705 | $2,712-0.3% | $1,964+37.7% | $5,850-53.8% |
| Admin fee / account holder | $3,833 | $4,902-21.8% | $3,333+15.0% | $11,596-66.9% |