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 | $18,143 | $63,346-71.4% | $92,233-80.3% | $70,131-74.1% |
| Participation rate | 84.2% | 68.7%+15.5pp | 76.5%+7.7pp | 69.5%+14.7pp |
| Annual return | 22.04% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $2,053 | $2,471-16.9% | $3,679-44.2% | $2,342-12.3% |
| Participant deferral / active EE | $4,013 | $2,854+40.6% | $3,897+3.0% | $3,332+20.4% |
| Admin fee / account holder | $442 | $3,840-88.5% | $5,194-91.5% | $4,645-90.5% |