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 | $25,059 | $78,705-68.2% | $117,854-78.7% | $70,131-64.3% |
| Participation rate | 92.9% | 73.2%+19.7pp | 79.7%+13.2pp | 69.5%+23.3pp |
| Annual return | 21.99% | 23.30%-1.3pp | 335.08%-313.1pp | 73.14%-51.1pp |
| Employer contribution / active EE | $826 | $2,223-62.9% | $3,786-78.2% | $2,342-64.7% |
| Participant deferral / active EE | $1,755 | $3,297-46.8% | $4,482-60.8% | $3,332-47.3% |
| Admin fee / account holder | $1,169 | $5,065-76.9% | $8,020-85.4% | $4,645-74.8% |