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 | $15,830 | $185,822-91.5% | $169,993-90.7% | $139,434-88.6% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 22.00% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,165 | $7,590-71.5% | $6,785-68.1% | $4,751-54.4% |
| Participant deferral / active EE | $5,549 | $11,622-52.3% | $10,408-46.7% | $6,710-17.3% |
| Admin fee / account holder | $42,909 | $15,381+179.0% | $12,815+234.8% | $11,403+276.3% |