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 3-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 | $22,001 | $106,749-79.4% | $145,433-84.9% | $82,448-73.3% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.1%+9.0pp | 68.1%+23.0pp |
| Annual return | 59.41% | 27.59%+31.8pp | 66.58%-7.2pp | 41.64%+17.8pp |
| Employer contribution / active EE | $2,525 | $3,444-26.7% | $4,554-44.6% | $2,551-1.0% |
| Participant deferral / active EE | $10,426 | $6,519+59.9% | $7,897+32.0% | $4,139+151.9% |
| Admin fee / account holder | $570 | $8,390-93.2% | $13,129-95.7% | $7,234-92.1% |