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 | $10,811 | $63,346-82.9% | $92,233-88.3% | $70,131-84.6% |
| Participation rate | 72.0% | 68.7%+3.3pp | 76.5%-4.5pp | 69.5%+2.5pp |
| Annual return | 27.61% | 530.12%-502.5pp | 176.28%-148.7pp | 73.14%-45.5pp |
| Employer contribution / active EE | $4,460 | $2,471+80.5% | $3,679+21.2% | $2,342+90.4% |
| Participant deferral / active EE | $1,424 | $2,854-50.1% | $3,897-63.5% | $3,332-57.3% |
| Admin fee / account holder | $717 | $3,840-81.3% | $5,194-86.2% | $4,645-84.6% |