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 9-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 | $17,245 | $112,096-84.6% | $95,952-82.0% | $158,922-89.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.61% | 171.09%-161.5pp | 91.61%-82.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $1,552 | $3,198-51.5% | $2,541-38.9% | $4,761-67.4% |
| Participant deferral / active EE | $3,101 | $4,784-35.2% | $4,167-25.6% | $5,982-48.2% |
| Admin fee / account holder | $1,694 | $10,130-83.3% | $6,795-75.1% | $11,246-84.9% |