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 | $12,742 | $76,000-83.2% | $154,107-91.7% | $64,186-80.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.17% | 30.32%-24.1pp | 735.12%-728.9pp | 7.63%-1.5pp |
| Employer contribution / active EE | $611 | $3,351-81.8% | $5,298-88.5% | $2,381-74.3% |
| Participant deferral / active EE | $1,128 | $3,175-64.5% | $5,081-77.8% | $3,470-67.5% |
| Admin fee / account holder | $340 | $5,596-93.9% | $13,411-97.5% | $4,888-93.1% |