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 | $4,910 | $53,516-90.8% | $126,539-96.1% | $84,808-94.2% |
| Participation rate | 72.5% | 58.2%+14.3pp | 69.8%+2.7pp | 68.3%+4.2pp |
| Annual return | 16.69% | 58.34%-41.6pp | 425.95%-409.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $757 | $1,535-50.7% | $3,674-79.4% | $2,631-71.2% |
| Participant deferral / active EE | $867 | $2,671-67.5% | $4,083-78.8% | $4,212-79.4% |
| Admin fee / account holder | $1,369 | $4,497-69.6% | $6,065-77.4% | $7,344-81.4% |