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 | $18,270 | $106,890-82.9% | $84,015-78.3% | $152,861-88.0% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 14.72% | 104.99%-90.3pp | 71.31%-56.6pp | 345.32%-330.6pp |
| Employer contribution / active EE | $543 | $2,734-80.2% | $1,983-72.6% | $4,762-88.6% |
| Participant deferral / active EE | $2,577 | $4,011-35.8% | $3,239-20.4% | $5,850-56.0% |
| Admin fee / account holder | $17,483 | $8,285+111.0% | $6,101+186.6% | $11,596+50.8% |