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 | $6,963 | $60,124-88.4% | $90,404-92.3% | $79,858-91.3% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 12.49% | 71.94%-59.5pp | 1293.02%-1280.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $616 | $2,068-70.2% | $3,262-81.1% | $2,471-75.1% |
| Participant deferral / active EE | $1,322 | $2,938-55.0% | $3,963-66.6% | $3,740-64.6% |
| Admin fee / account holder | $787 | $3,976-80.2% | $5,611-86.0% | $5,306-85.2% |