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 | $5,611 | $58,828-90.5% | $77,999-92.8% | $62,891-91.1% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 21.77% | 17.16%+4.6pp | 425.96%-404.2pp | 20.14%+1.6pp |
| Employer contribution / active EE | $1,960 | $1,672+17.3% | $2,470-20.6% | $2,281-14.1% |
| Participant deferral / active EE | $3,319 | $2,686+23.6% | $3,497-5.1% | $3,203+3.6% |
| Admin fee / account holder | $1,494 | $4,393-66.0% | $5,480-72.7% | $4,296-65.2% |