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 | $35,134 | $100,041-64.9% | $149,718-76.5% | $70,131-49.9% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.1%+7.8pp | 69.5%+25.3pp |
| Annual return | 13.14% | 27.43%-14.3pp | 1501.63%-1488.5pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,702 | $3,662-53.5% | $5,445-68.7% | $2,342-27.4% |
| Participant deferral / active EE | $3,344 | $4,983-32.9% | $6,569-49.1% | $3,332+0.4% |
| Admin fee / account holder | $4,826 | $8,286-41.8% | $11,283-57.2% | $4,645+3.9% |