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 | $9,712 | $76,000-87.2% | $154,107-93.7% | $64,186-84.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 6.82% | 30.32%-23.5pp | 735.12%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,199 | $3,351-64.2% | $5,298-77.4% | $2,381-49.6% |
| Participant deferral / active EE | $951 | $3,175-70.0% | $5,081-81.3% | $3,470-72.6% |
| Admin fee / account holder | $2,748 | $5,596-50.9% | $13,411-79.5% | $4,888-43.8% |