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 | $21,756 | $89,355-75.7% | $141,162-84.6% | $72,985-70.2% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 20.86% | 111.85%-91.0pp | 71.39%-50.5pp | 81.00%-60.1pp |
| Employer contribution / active EE | $4,831 | $3,114+55.1% | $4,735+2.0% | $2,440+98.0% |
| Participant deferral / active EE | $4,561 | $5,418-15.8% | $6,709-32.0% | $3,607+26.4% |
| Admin fee / account holder | $3,619 | $5,958-39.3% | $10,261-64.7% | $5,124-29.4% |