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 | $19,606 | $100,041-80.4% | $149,718-86.9% | $70,131-72.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 28.79% | 27.43%+1.4pp | 1501.63%-1472.8pp | 73.14%-44.4pp |
| Employer contribution / active EE | $5,269 | $3,662+43.9% | $5,445-3.2% | $2,342+124.9% |
| Participant deferral / active EE | $4,803 | $4,983-3.6% | $6,569-26.9% | $3,332+44.2% |
| Admin fee / account holder | $337 | $8,286-95.9% | $11,283-97.0% | $4,645-92.7% |