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 | $28,244 | $162,781-82.6% | $133,956-78.9% | $158,922-82.2% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 18.73% | 41.94%-23.2pp | 45.09%-26.4pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,278 | $4,975-54.2% | $3,919-41.9% | $4,761-52.2% |
| Participant deferral / active EE | $5,429 | $5,911-8.2% | $5,048+7.5% | $5,982-9.3% |
| Admin fee / account holder | $1,223 | $11,736-89.6% | $8,927-86.3% | $11,246-89.1% |