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 5-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 | $1,302 | $74,888-98.3% | $71,209-98.2% | $142,382-99.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.19% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,064 | $2,854-27.7% | $2,721-24.1% | $4,299-52.0% |
| Participant deferral / active EE | $4,017 | $4,454-9.8% | $4,175-3.8% | $6,507-38.3% |
| Admin fee / account holder | $13,534 | $5,568+143.0% | $5,349+153.0% | $12,624+7.2% |