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 6-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 | $13,088 | $175,202-92.5% | $149,673-91.3% | $139,434-90.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 15.56% | 166.71%-151.1pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,514 | $5,474-72.4% | $4,818-68.6% | $4,751-68.1% |
| Participant deferral / active EE | $3,203 | $6,519-50.9% | $5,680-43.6% | $6,710-52.3% |
| Admin fee / account holder | $2,845 | $16,150-82.4% | $13,210-78.5% | $11,403-75.1% |