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 | $8,881 | $105,998-91.6% | $92,233-90.4% | $147,584-94.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 22.19% | 50.05%-27.9pp | 176.28%-154.1pp | 578.55%-556.4pp |
| Employer contribution / active EE | $1,520 | $4,333-64.9% | $3,679-58.7% | $4,876-68.8% |
| Participant deferral / active EE | $2,473 | $4,478-44.8% | $3,897-36.5% | $5,439-54.5% |
| Admin fee / account holder | $304 | $6,332-95.2% | $5,194-94.1% | $10,885-97.2% |