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 | $4,098 | $52,953-92.3% | $172,739-97.6% | $65,185-93.7% |
| Participation rate | 87.0% | 66.2%+20.8pp | 82.6%+4.4pp | 70.2%+16.8pp |
| Annual return | 23.31% | 30.12%-6.8pp | 802.84%-779.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $325 | $2,190-85.2% | $5,143-93.7% | $2,177-85.1% |
| Participant deferral / active EE | $792 | $2,471-67.9% | $5,198-84.8% | $3,514-77.5% |
| Admin fee / account holder | $497 | $472+5.4% | $13,954-96.4% | $847-41.3% |