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 | $5,149 | $63,346-91.9% | $92,233-94.4% | $70,131-92.7% |
| Participation rate | 82.5% | 68.7%+13.8pp | 76.5%+6.0pp | 69.5%+13.0pp |
| Annual return | 20.88% | 530.12%-509.2pp | 176.28%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $802 | $2,471-67.5% | $3,679-78.2% | $2,342-65.8% |
| Participant deferral / active EE | $1,717 | $2,854-39.8% | $3,897-55.9% | $3,332-48.5% |
| Admin fee / account holder | $346 | $3,840-91.0% | $5,194-93.3% | $4,645-92.6% |