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 | $22,457 | $89,355-74.9% | $141,162-84.1% | $72,985-69.2% |
| Participation rate | 72.2% | 75.1%-2.9pp | 82.5%-10.2pp | 69.5%+2.7pp |
| Annual return | 46.32% | 111.85%-65.5pp | 71.39%-25.1pp | 81.00%-34.7pp |
| Employer contribution / active EE | $2,943 | $3,114-5.5% | $4,735-37.8% | $2,440+20.6% |
| Participant deferral / active EE | $8,419 | $5,418+55.4% | $6,709+25.5% | $3,607+133.4% |
| Admin fee / account holder | $10,227 | $5,958+71.7% | $10,261-0.3% | $5,124+99.6% |