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 | $35,455 | $100,041-64.6% | $149,718-76.3% | $70,131-49.4% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.1%+9.7pp | 69.5%+27.2pp |
| Annual return | 15.14% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,585 | $3,662-56.7% | $5,445-70.9% | $2,342-32.3% |
| Participant deferral / active EE | $2,504 | $4,983-49.8% | $6,569-61.9% | $3,332-24.9% |
| Admin fee / account holder | $4,306 | $8,286-48.0% | $11,283-61.8% | $4,645-7.3% |