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 | $13,222 | $85,202-84.5% | $172,739-92.3% | $72,985-81.9% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 22.85% | 27.32%-4.5pp | 802.84%-780.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,137 | $3,324-35.7% | $5,143-58.5% | $2,440-12.4% |
| Participant deferral / active EE | $2,291 | $3,260-29.7% | $5,198-55.9% | $3,607-36.5% |
| Admin fee / account holder | $1,065 | $5,884-81.9% | $13,954-92.4% | $5,124-79.2% |