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 5-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 | $12,708 | $118,849-89.3% | $96,562-86.8% | $167,490-92.4% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 10.67% | 50.49%-39.8pp | 37.78%-27.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,265 | $3,120-59.5% | $2,356-46.3% | $4,837-73.9% |
| Participant deferral / active EE | $5,139 | $4,616+11.3% | $3,849+33.5% | $6,341-19.0% |
| Admin fee / account holder | $111,973 | $8,065+1288.4% | $6,181+1711.6% | $12,309+809.7% |