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 | $11,683 | $100,041-88.3% | $149,718-92.2% | $70,131-83.3% |
| Participation rate | 82.4% | 83.6%-1.2pp | 87.1%-4.7pp | 69.5%+12.8pp |
| Annual return | 19.48% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,329 | $4,983+87.2% | $6,569+42.0% | $3,332+180.0% |
| Admin fee / account holder | $3,504 | $8,286-57.7% | $11,283-68.9% | $4,645-24.6% |