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 | $14,240 | $63,346-77.5% | $92,233-84.6% | $70,131-79.7% |
| Participation rate | 92.9% | 68.7%+24.2pp | 76.5%+16.4pp | 69.5%+23.3pp |
| Annual return | 26.51% | 530.12%-503.6pp | 176.28%-149.8pp | 73.14%-46.6pp |
| Employer contribution / active EE | $6,218 | $2,471+151.6% | $3,679+69.0% | $2,342+165.4% |
| Participant deferral / active EE | $2,299 | $2,854-19.4% | $3,897-41.0% | $3,332-31.0% |
| Admin fee / account holder | $687 | $3,840-82.1% | $5,194-86.8% | $4,645-85.2% |