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 | $24,403 | $100,041-75.6% | $149,718-83.7% | $70,131-65.2% |
| Participation rate | 89.8% | 83.6%+6.2pp | 87.1%+2.7pp | 69.5%+20.3pp |
| Annual return | 13.50% | 27.43%-13.9pp | 1501.63%-1488.1pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,551 | $3,662-57.7% | $5,445-71.5% | $2,342-33.8% |
| Participant deferral / active EE | $3,328 | $4,983-33.2% | $6,569-49.3% | $3,332-0.1% |
| Admin fee / account holder | $972 | $8,286-88.3% | $11,283-91.4% | $4,645-79.1% |