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 | $29,214 | $100,041-70.8% | $149,718-80.5% | $70,131-58.3% |
| Participation rate | 85.3% | 83.6%+1.7pp | 87.1%-1.8pp | 69.5%+15.8pp |
| Annual return | 30.76% | 27.43%+3.3pp | 1501.63%-1470.9pp | 73.14%-42.4pp |
| Employer contribution / active EE | $1,953 | $3,662-46.7% | $5,445-64.1% | $2,342-16.6% |
| Participant deferral / active EE | $3,832 | $4,983-23.1% | $6,569-41.7% | $3,332+15.0% |
| Admin fee / account holder | $1,237 | $8,286-85.1% | $11,283-89.0% | $4,645-73.4% |