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 | $9,814 | $60,124-83.7% | $90,404-89.1% | $79,858-87.7% |
| Participation rate | 73.2% | 65.0%+8.2pp | 72.7%+0.5pp | 69.6%+3.6pp |
| Annual return | 13.43% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $618 | $2,068-70.1% | $3,262-81.1% | $2,471-75.0% |
| Participant deferral / active EE | $1,494 | $2,938-49.1% | $3,963-62.3% | $3,740-60.0% |
| Admin fee / account holder | $2,118 | $3,976-46.7% | $5,611-62.3% | $5,306-60.1% |