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 | $18,031 | $94,529-80.9% | $140,016-87.1% | $64,186-71.9% |
| Participation rate | 81.1% | 84.1%-3.0pp | 87.5%-6.4pp | 69.6%+11.5pp |
| Annual return | 92.55% | 7.77%+84.8pp | 651.12%-558.6pp | 7.63%+84.9pp |
| Employer contribution / active EE | $5,048 | $3,812+32.4% | $5,606-9.9% | $2,381+112.0% |
| Participant deferral / active EE | $9,703 | $5,250+84.8% | $6,927+40.1% | $3,470+179.7% |
| Admin fee / account holder | $2,531 | $6,741-62.5% | $10,705-76.4% | $4,888-48.2% |