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 | $35,410 | $100,041-64.6% | $149,718-76.3% | $70,131-49.5% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 19.47% | 27.43%-8.0pp | 1501.63%-1482.2pp | 73.14%-53.7pp |
| Employer contribution / active EE | $1,676 | $3,662-54.2% | $5,445-69.2% | $2,342-28.4% |
| Participant deferral / active EE | $3,002 | $4,983-39.7% | $6,569-54.3% | $3,332-9.9% |
| Admin fee / account holder | $1,399 | $8,286-83.1% | $11,283-87.6% | $4,645-69.9% |