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 5-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 | $10,932 | $102,317-89.3% | $146,958-92.6% | $80,856-86.5% |
| Participation rate | 89.5% | 75.8%+13.6pp | 82.2%+7.3pp | 67.6%+21.8pp |
| Annual return | 18.04% | 134.76%-116.7pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,058 | $3,713-71.5% | $4,933-78.5% | $2,755-61.6% |
| Participant deferral / active EE | $4,329 | $6,644-34.8% | $8,070-46.4% | $4,296+0.8% |
| Admin fee / account holder | $3,667 | $7,941-53.8% | $12,998-71.8% | $6,918-47.0% |