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 | $7,309 | $76,000-90.4% | $154,107-95.3% | $64,186-88.6% |
| Participation rate | 70.9% | 70.4%+0.5pp | 83.0%-12.1pp | 69.6%+1.4pp |
| Annual return | 6.80% | 30.32%-23.5pp | 735.12%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $515 | $3,351-84.6% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $1,417 | $3,175-55.4% | $5,081-72.1% | $3,470-59.2% |
| Admin fee / account holder | $917 | $5,596-83.6% | $13,411-93.2% | $4,888-81.2% |