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 | $9,937 | $76,000-86.9% | $154,107-93.6% | $64,186-84.5% |
| Participation rate | 87.8% | 70.4%+17.3pp | 83.0%+4.7pp | 69.6%+18.2pp |
| Annual return | 58.27% | 30.32%+27.9pp | 735.12%-676.9pp | 7.63%+50.6pp |
| Employer contribution / active EE | $2,684 | $3,351-19.9% | $5,298-49.3% | $2,381+12.7% |
| Participant deferral / active EE | $5,447 | $3,175+71.5% | $5,081+7.2% | $3,470+57.0% |
| Admin fee / account holder | $3,970 | $5,596-29.1% | $13,411-70.4% | $4,888-18.8% |