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 | $3,736 | $57,281-93.5% | $86,612-95.7% | $75,163-95.0% |
| Participation rate | 78.9% | 63.2%+15.8pp | 71.7%+7.3pp | 67.2%+11.8pp |
| Annual return | 13.65% | 2670.75%-2657.1pp | 591.07%-577.4pp | 160.62%-147.0pp |
| Employer contribution / active EE | $462 | $2,314-80.0% | $3,022-84.7% | $2,670-82.7% |
| Participant deferral / active EE | $982 | $3,318-70.4% | $4,438-77.9% | $4,125-76.2% |
| Admin fee / account holder | $463 | $4,112-88.7% | $5,614-91.8% | $5,651-91.8% |