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 | $20,518 | $154,117-86.7% | $129,995-84.2% | $139,434-85.3% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 9.49% | 32.48%-23.0pp | -137.18%+146.7pp | 372.94%-363.5pp |
| Employer contribution / active EE | $1,722 | $5,289-67.4% | $4,320-60.1% | $4,751-63.8% |
| Participant deferral / active EE | $2,029 | $6,710-69.8% | $5,820-65.1% | $6,710-69.8% |
| Admin fee / account holder | $120,997 | $14,007+763.9% | $10,614+1039.9% | $11,403+961.1% |