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 | $12,620 | $48,570-74.0% | $130,648-90.3% | $72,985-82.7% |
| Participation rate | 84.4% | 58.6%+25.8pp | 71.7%+12.6pp | 69.5%+14.9pp |
| Annual return | 32.05% | 38.63%-6.6pp | 1708.96%-1676.9pp | 81.00%-49.0pp |
| Employer contribution / active EE | $858 | $1,334-35.7% | $4,092-79.0% | $2,440-64.8% |
| Participant deferral / active EE | $2,523 | $2,384+5.9% | $3,603-30.0% | $3,607-30.0% |
| Admin fee / account holder | $1,719 | $3,549-51.6% | $5,464-68.5% | $5,124-66.4% |