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 | $34,806 | $100,041-65.2% | $149,718-76.8% | $70,131-50.4% |
| Participation rate | 89.3% | 83.6%+5.7pp | 87.1%+2.2pp | 69.5%+19.7pp |
| Annual return | 19.98% | 27.43%-7.4pp | 1501.63%-1481.6pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,833 | $3,662-22.6% | $5,445-48.0% | $2,342+21.0% |
| Participant deferral / active EE | $5,486 | $4,983+10.1% | $6,569-16.5% | $3,332+64.7% |
| Admin fee / account holder | $2,120 | $8,286-74.4% | $11,283-81.2% | $4,645-54.4% |