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 | $18,018 | $89,355-79.8% | $141,162-87.2% | $72,985-75.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.5%+9.8pp | 69.5%+22.8pp |
| Annual return | 62.70% | 111.85%-49.1pp | 71.39%-8.7pp | 81.00%-18.3pp |
| Employer contribution / active EE | $2,067 | $3,114-33.6% | $4,735-56.3% | $2,440-15.3% |
| Participant deferral / active EE | $3,992 | $5,418-26.3% | $6,709-40.5% | $3,607+10.6% |
| Admin fee / account holder | $1,902 | $5,958-68.1% | $10,261-81.5% | $5,124-62.9% |