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 | $9,579 | $73,515-87.0% | $62,995-84.8% | $147,584-93.5% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.8%+11.6pp | 82.8%+3.5pp |
| Annual return | 12.72% | 175.43%-162.7pp | 87.57%-74.8pp | 578.55%-565.8pp |
| Employer contribution / active EE | $567 | $3,320-82.9% | $2,759-79.5% | $4,876-88.4% |
| Participant deferral / active EE | $752 | $4,185-82.0% | $3,329-77.4% | $5,439-86.2% |
| Admin fee / account holder | $16,804 | $5,953+182.3% | $3,600+366.8% | $10,885+54.4% |