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 | $15,493 | $63,346-75.5% | $92,233-83.2% | $70,131-77.9% |
| Participation rate | 96.2% | 68.7%+27.5pp | 76.5%+19.7pp | 69.5%+26.6pp |
| Annual return | 14.82% | 530.12%-515.3pp | 176.28%-161.5pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,535 | $2,471-37.9% | $3,679-58.3% | $2,342-34.5% |
| Participant deferral / active EE | $3,241 | $2,854+13.6% | $3,897-16.8% | $3,332-2.7% |
| Admin fee / account holder | $3,035 | $3,840-21.0% | $5,194-41.6% | $4,645-34.7% |