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 | $11,956 | $60,124-80.1% | $90,404-86.8% | $79,858-85.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 48.46% | 71.94%-23.5pp | 1293.02%-1244.6pp | 31.71%+16.7pp |
| Employer contribution / active EE | $4,694 | $2,068+127.0% | $3,262+43.9% | $2,471+90.0% |
| Participant deferral / active EE | $2,899 | $2,938-1.3% | $3,963-26.8% | $3,740-22.5% |
| Admin fee / account holder | $661 | $3,976-83.4% | $5,611-88.2% | $5,306-87.6% |