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 | $27,507 | $100,041-72.5% | $149,718-81.6% | $70,131-60.8% |
| Participation rate | 94.8% | 83.6%+11.2pp | 87.1%+7.7pp | 69.5%+25.3pp |
| Annual return | 24.65% | 27.43%-2.8pp | 1501.63%-1477.0pp | 73.14%-48.5pp |
| Employer contribution / active EE | $2,274 | $3,662-37.9% | $5,445-58.2% | $2,342-2.9% |
| Participant deferral / active EE | $3,364 | $4,983-32.5% | $6,569-48.8% | $3,332+1.0% |
| Admin fee / account holder | $1,022 | $8,286-87.7% | $11,283-90.9% | $4,645-78.0% |