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 | $6,903 | $102,616-93.3% | $81,983-91.6% | $158,922-95.7% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 11.55% | 61.04%-49.5pp | 41.31%-29.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $664 | $3,240-79.5% | $2,498-73.4% | $4,761-86.0% |
| Participant deferral / active EE | $1,254 | $4,648-73.0% | $3,722-66.3% | $5,982-79.0% |
| Admin fee / account holder | $1,078 | $8,235-86.9% | $5,664-81.0% | $11,246-90.4% |