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 | $4,975 | $84,233-94.1% | $170,442-97.1% | $70,131-92.9% |
| Participation rate | 91.4% | 70.8%+20.5pp | 83.6%+7.8pp | 69.5%+21.8pp |
| Annual return | 15.48% | 23.06%-7.6pp | 205.93%-190.4pp | 73.14%-57.7pp |
| Employer contribution / active EE | $999 | $3,387-70.5% | $5,433-81.6% | $2,342-57.4% |
| Participant deferral / active EE | $1,735 | $3,086-43.8% | $4,939-64.9% | $3,332-47.9% |
| Admin fee / account holder | $479 | $5,698-91.6% | $13,880-96.6% | $4,645-89.7% |