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 | $10,603 | $76,000-86.0% | $154,107-93.1% | $64,186-83.5% |
| Participation rate | 71.1% | 70.4%+0.6pp | 83.0%-12.0pp | 69.6%+1.5pp |
| Annual return | -2.30% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,257 | $3,351-62.5% | $5,298-76.3% | $2,381-47.2% |
| Participant deferral / active EE | $2,025 | $3,175-36.2% | $5,081-60.1% | $3,470-41.6% |
| Admin fee / account holder | $2,119 | $5,596-62.1% | $13,411-84.2% | $4,888-56.6% |