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 | $10,861 | $60,124-81.9% | $90,404-88.0% | $79,858-86.4% |
| Participation rate | 88.9% | 65.0%+23.9pp | 72.7%+16.2pp | 69.6%+19.3pp |
| Annual return | 15.80% | 71.94%-56.1pp | 1293.02%-1277.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $364 | $2,068-82.4% | $3,262-88.8% | $2,471-85.3% |
| Participant deferral / active EE | $1,992 | $2,938-32.2% | $3,963-49.7% | $3,740-46.7% |
| Admin fee / account holder | $865 | $3,976-78.2% | $5,611-84.6% | $5,306-83.7% |