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 7-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 | $23,810 | $155,788-84.7% | $124,672-80.9% | $167,490-85.8% |
| Participation rate | 72.7% | 81.1%-8.4pp | 74.6%-1.9pp | 82.1%-9.4pp |
| Annual return | 9.61% | 17.97%-8.4pp | 5142.93%-5133.3pp | 478.56%-468.9pp |
| Employer contribution / active EE | $0 | $4,163-100.0% | $3,324-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,859 | $5,673-67.2% | $4,614-59.7% | $6,341-70.7% |
| Admin fee / account holder | $7,999 | $9,531-16.1% | $7,493+6.8% | $12,309-35.0% |