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 | $9,253 | $76,000-87.8% | $154,107-94.0% | $64,186-85.6% |
| Participation rate | 87.7% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,198 | $3,351-64.2% | $5,298-77.4% | $2,381-49.7% |
| Participant deferral / active EE | $2,697 | $3,175-15.1% | $5,081-46.9% | $3,470-22.3% |
| Admin fee / account holder | $503 | $5,596-91.0% | $13,411-96.3% | $4,888-89.7% |