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 | $17,299 | $67,606-74.4% | $82,313-79.0% | $70,131-75.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 76.9%+18.6pp | 69.5%+25.9pp |
| Annual return | 235.66% | 21.57%+214.1pp | 25.88%+209.8pp | 73.14%+162.5pp |
| Employer contribution / active EE | $1,805 | $1,755+2.8% | $2,428-25.7% | $2,342-23.0% |
| Participant deferral / active EE | $3,643 | $2,987+22.0% | $3,706-1.7% | $3,332+9.3% |
| Admin fee / account holder | $324 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |