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 3-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 | $18,619 | $102,317-81.8% | $146,958-87.3% | $80,856-77.0% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 12.92% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,208 | $3,713-40.5% | $4,933-55.2% | $2,755-19.9% |
| Participant deferral / active EE | $3,530 | $6,644-46.9% | $8,070-56.3% | $4,296-17.8% |
| Admin fee / account holder | $1,393 | $7,941-82.5% | $12,998-89.3% | $6,918-79.9% |