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 | $25,799 | $79,013-67.3% | $100,391-74.3% | $74,495-65.4% |
| Participation rate | 92.3% | 79.5%+12.8pp | 81.5%+10.8pp | 67.2%+25.1pp |
| Annual return | 84.67% | 20.41%+64.3pp | 49.20%+35.5pp | 1364.94%-1280.3pp |
| Employer contribution / active EE | $2,581 | $3,021-14.6% | $3,942-34.5% | $2,623-1.6% |
| Participant deferral / active EE | $11,300 | $7,760+45.6% | $8,082+39.8% | $4,346+160.0% |
| Admin fee / account holder | $2,151 | $1,320+63.0% | $7,899-72.8% | $1,942+10.8% |