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 | $11,048 | $75,828-85.4% | $147,614-92.5% | $59,632-81.5% |
| Participation rate | 97.0% | 71.6%+25.4pp | 84.6%+12.4pp | 68.7%+28.3pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $1,781 | $3,485-48.9% | $5,564-68.0% | $2,203-19.1% |
| Participant deferral / active EE | $1,684 | $3,130-46.2% | $4,895-65.6% | $3,192-47.2% |
| Admin fee / account holder | $1,788 | $5,985-70.1% | $11,611-84.6% | $4,297-58.4% |