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 | $6,773 | $53,516-87.3% | $126,539-94.6% | $84,808-92.0% |
| Participation rate | 93.0% | 58.2%+34.8pp | 69.8%+23.2pp | 68.3%+24.7pp |
| Annual return | 15.02% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.9pp |
| Employer contribution / active EE | $312 | $1,535-79.7% | $3,674-91.5% | $2,631-88.2% |
| Participant deferral / active EE | $1,246 | $2,671-53.3% | $4,083-69.5% | $4,212-70.4% |
| Admin fee / account holder | $346 | $4,497-92.3% | $6,065-94.3% | $7,344-95.3% |