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 | $30,646 | $100,041-69.4% | $149,718-79.5% | $70,131-56.3% |
| Participation rate | 88.9% | 83.6%+5.3pp | 87.1%+1.8pp | 69.5%+19.3pp |
| Annual return | 26.74% | 27.43%-0.7pp | 1501.63%-1474.9pp | 73.14%-46.4pp |
| Employer contribution / active EE | $2,999 | $3,662-18.1% | $5,445-44.9% | $2,342+28.0% |
| Participant deferral / active EE | $6,611 | $4,983+32.7% | $6,569+0.6% | $3,332+98.4% |
| Admin fee / account holder | $3,285 | $8,286-60.4% | $11,283-70.9% | $4,645-29.3% |