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 | $7,671 | $65,561-88.3% | $86,188-91.1% | $75,163-89.8% |
| Participation rate | 79.0% | 60.5%+18.5pp | 69.0%+10.1pp | 67.2%+11.8pp |
| Annual return | 20.31% | 46.05%-25.7pp | 1168.45%-1148.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,726 | $3,024-9.8% | $3,985-31.6% | $4,125-33.9% |
| Admin fee / account holder | $1,841 | $5,474-66.4% | $6,852-73.1% | $5,651-67.4% |