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 | $7,288 | $108,642-93.3% | $74,701-90.2% | $152,861-95.2% |
| Participation rate | 88.9% | 65.3%+23.5pp | 54.5%+34.4pp | 82.4%+6.4pp |
| Annual return | 5.54% | 114.06%-108.5pp | 752.92%-747.4pp | 345.32%-339.8pp |
| Employer contribution / active EE | $1,497 | $1,503-0.4% | $1,084+38.1% | $4,762-68.6% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,964-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,945 | $4,902-60.3% | $3,333-41.6% | $11,596-83.2% |