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 | $17,241 | $77,813-77.8% | $123,544-86.0% | $64,186-73.1% |
| Participation rate | 98.0% | 74.7%+23.3pp | 82.3%+15.7pp | 69.6%+28.5pp |
| Annual return | 28.06% | 12.48%+15.6pp | 119.20%-91.1pp | 7.63%+20.4pp |
| Employer contribution / active EE | $2,415 | $3,014-19.9% | $4,628-47.8% | $2,381+1.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,240 | $5,519-59.4% | $9,284-75.9% | $4,888-54.2% |