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 | $7,555 | $76,000-90.1% | $154,107-95.1% | $64,186-88.2% |
| Participation rate | 81.2% | 70.4%+10.8pp | 83.0%-1.9pp | 69.6%+11.6pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $549 | $3,351-83.6% | $5,298-89.6% | $2,381-76.9% |
| Participant deferral / active EE | $892 | $3,175-71.9% | $5,081-82.4% | $3,470-74.3% |
| Admin fee / account holder | $3,515 | $5,596-37.2% | $13,411-73.8% | $4,888-28.1% |