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 | $8,675 | $76,000-88.6% | $154,107-94.4% | $64,186-86.5% |
| Participation rate | 89.7% | 70.4%+19.2pp | 83.0%+6.6pp | 69.6%+20.1pp |
| Annual return | -7.86% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $416 | $3,351-87.6% | $5,298-92.2% | $2,381-82.5% |
| Participant deferral / active EE | $1,127 | $3,175-64.5% | $5,081-77.8% | $3,470-67.5% |
| Admin fee / account holder | $1,458 | $5,596-74.0% | $13,411-89.1% | $4,888-70.2% |