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 | $14,091 | $63,861-77.9% | $104,607-86.5% | $79,858-82.4% |
| Participation rate | 85.7% | 64.9%+20.8pp | 74.1%+11.6pp | 69.6%+16.1pp |
| Annual return | 16.73% | 21.30%-4.6pp | 340.46%-323.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,167 | $1,588-26.5% | $2,681-56.5% | $2,471-52.8% |
| Participant deferral / active EE | $3,593 | $2,693+33.4% | $3,740-3.9% | $3,740-3.9% |
| Admin fee / account holder | $405 | $4,185-90.3% | $6,473-93.7% | $5,306-92.4% |