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 | $7,298 | $50,666-85.6% | $76,817-90.5% | $65,185-88.8% |
| Participation rate | 97.5% | 68.8%+28.6pp | 72.1%+25.4pp | 70.2%+27.3pp |
| Annual return | 24.69% | 28.51%-3.8pp | 1166.11%-1141.4pp | 29.38%-4.7pp |
| Employer contribution / active EE | $729 | $1,575-53.7% | $2,302-68.3% | $2,177-66.5% |
| Participant deferral / active EE | $1,417 | $2,647-46.5% | $3,336-57.5% | $3,514-59.7% |
| Admin fee / account holder | $991 | $463+114.1% | $6,420-84.6% | $847+17.0% |