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 3-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 | $10,430 | $102,317-89.8% | $146,958-92.9% | $80,856-87.1% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 28.46% | 134.76%-106.3pp | 418.34%-389.9pp | 35.59%-7.1pp |
| Employer contribution / active EE | $2,651 | $3,713-28.6% | $4,933-46.3% | $2,755-3.8% |
| Participant deferral / active EE | $5,998 | $6,644-9.7% | $8,070-25.7% | $4,296+39.6% |
| Admin fee / account holder | $333 | $7,941-95.8% | $12,998-97.4% | $6,918-95.2% |