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 9-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 | $10,362 | $60,124-82.8% | $90,404-88.5% | $79,858-87.0% |
| Participation rate | 84.6% | 65.0%+19.6pp | 72.7%+11.9pp | 69.6%+15.0pp |
| Annual return | 20.84% | 71.94%-51.1pp | 1293.02%-1272.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $867 | $2,068-58.1% | $3,262-73.4% | $2,471-64.9% |
| Participant deferral / active EE | $1,901 | $2,938-35.3% | $3,963-52.0% | $3,740-49.2% |
| Admin fee / account holder | $752 | $3,976-81.1% | $5,611-86.6% | $5,306-85.8% |