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 | $17,217 | $100,041-82.8% | $149,718-88.5% | $70,131-75.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 87.1%+3.8pp | 69.5%+21.4pp |
| Annual return | 23.84% | 27.43%-3.6pp | 1501.63%-1477.8pp | 73.14%-49.3pp |
| Employer contribution / active EE | $3,259 | $3,662-11.0% | $5,445-40.2% | $2,342+39.1% |
| Participant deferral / active EE | $2,825 | $4,983-43.3% | $6,569-57.0% | $3,332-15.2% |
| Admin fee / account holder | $2,457 | $8,286-70.4% | $11,283-78.2% | $4,645-47.1% |