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 | $29,310 | $101,499-71.1% | $147,005-80.1% | $74,546-60.7% |
| Participation rate | 94.9% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.7pp |
| Annual return | 13.94% | 8732.34%-8718.4pp | 418.76%-404.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $1,134 | $3,811-70.2% | $4,934-77.0% | $2,624-56.8% |
| Participant deferral / active EE | $4,454 | $7,304-39.0% | $8,070-44.8% | $4,347+2.4% |
| Admin fee / account holder | $8,649 | $1,748+394.8% | $13,006-33.5% | $1,944+345.0% |