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 | $7,023 | $90,600-92.2% | $79,464-91.2% | $135,375-94.8% |
| Participation rate | 82.4% | 76.0%+6.3pp | 73.3%+9.0pp | 82.6%-0.3pp |
| Annual return | -9.00% | 977.43%-986.4pp | 718.14%-727.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $709 | $3,068-76.9% | $2,800-74.7% | $4,779-85.2% |
| Participant deferral / active EE | $1,855 | $4,050-54.2% | $3,704-49.9% | $5,609-66.9% |
| Admin fee / account holder | $771 | $5,907-86.9% | $5,113-84.9% | $10,827-92.9% |