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 | $7,138 | $53,127-86.6% | $86,590-91.8% | $70,131-89.8% |
| Participation rate | 87.9% | 65.3%+22.6pp | 73.5%+14.3pp | 69.5%+18.3pp |
| Annual return | 50.57% | 27.66%+22.9pp | 964.84%-914.3pp | 73.14%-22.6pp |
| Employer contribution / active EE | $1,095 | $2,068-47.1% | $2,839-61.4% | $2,342-53.3% |
| Participant deferral / active EE | $905 | $2,696-66.4% | $3,609-74.9% | $3,332-72.8% |
| Admin fee / account holder | $427 | $3,585-88.1% | $4,906-91.3% | $4,645-90.8% |