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 | $25,927 | $152,587-83.0% | $125,175-79.3% | $152,861-83.0% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 33.06% | 54.84%-21.8pp | 43.79%-10.7pp | 345.32%-312.3pp |
| Employer contribution / active EE | $6,284 | $4,946+27.1% | $3,865+62.6% | $4,762+32.0% |
| Participant deferral / active EE | $12,449 | $5,868+112.2% | $4,937+152.2% | $5,850+112.8% |
| Admin fee / account holder | $3,911 | $13,434-70.9% | $9,702-59.7% | $11,596-66.3% |