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 | $21,004 | $93,571-77.6% | $135,903-84.5% | $75,163-72.1% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 133.83% | 30.90%+102.9pp | 68.23%+65.6pp | 160.62%-26.8pp |
| Employer contribution / active EE | $3,023 | $3,537-14.5% | $4,856-37.7% | $2,670+13.2% |
| Participant deferral / active EE | $9,951 | $6,404+55.4% | $7,758+28.3% | $4,125+141.2% |
| Admin fee / account holder | $2,878 | $6,975-58.7% | $10,762-73.3% | $5,651-49.1% |