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 | $4,358 | $58,208-92.5% | $81,812-94.7% | $80,856-94.6% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | 11.73% | 41.66%-29.9pp | 773.79%-762.1pp | 35.59%-23.9pp |
| Employer contribution / active EE | $468 | $2,340-80.0% | $2,912-83.9% | $2,755-83.0% |
| Participant deferral / active EE | $1,105 | $3,281-66.3% | $4,319-74.4% | $4,296-74.3% |
| Admin fee / account holder | $896 | $4,981-82.0% | $7,386-87.9% | $6,918-87.0% |