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 | $1,950 | $34,308-94.3% | $74,701-97.4% | $72,985-97.3% |
| Participation rate | 77.8% | 42.4%+35.4pp | 54.5%+23.3pp | 69.5%+8.3pp |
| Annual return | 23.26% | 26.58%-3.3pp | 752.92%-729.7pp | 81.00%-57.7pp |
| Employer contribution / active EE | $683 | $692-1.3% | $1,084-37.0% | $2,440-72.0% |
| Participant deferral / active EE | $1,054 | $1,271-17.1% | $1,964-46.3% | $3,607-70.8% |
| Admin fee / account holder | $543 | $2,124-74.5% | $3,333-83.7% | $5,124-89.4% |