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 | $7,199 | $85,766-91.6% | $136,294-94.7% | $70,131-89.7% |
| Participation rate | 90.7% | 74.2%+16.5pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 85.08% | 31.45%+53.6pp | 5155.94%-5070.9pp | 73.14%+11.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,921 | $5,051-2.6% | $6,247-21.2% | $3,332+47.7% |
| Admin fee / account holder | $1,666 | $5,420-69.3% | $9,243-82.0% | $4,645-64.1% |