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 | $7,393 | $98,750-92.5% | $149,696-95.1% | $79,858-90.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 28.79% | 27.43%+1.4pp | 276.60%-247.8pp | 31.71%-2.9pp |
| Employer contribution / active EE | $2,473 | $3,216-23.1% | $4,644-46.8% | $2,471+0.1% |
| Participant deferral / active EE | $7,091 | $5,680+24.8% | $6,842+3.6% | $3,740+89.6% |
| Admin fee / account holder | $766 | $6,053-87.3% | $9,309-91.8% | $5,306-85.6% |