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 | $6,934 | $102,966-93.3% | $90,281-92.3% | $152,861-95.5% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 18.90% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $175 | $3,139-94.4% | $2,854-93.9% | $4,762-96.3% |
| Participant deferral / active EE | $807 | $4,281-81.1% | $3,885-79.2% | $5,850-86.2% |
| Admin fee / account holder | $789 | $6,171-87.2% | $5,351-85.3% | $11,596-93.2% |