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 | $25,433 | $209,411-87.9% | $178,490-85.8% | $158,922-84.0% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 22.53% | 188.75%-166.2pp | 151.07%-128.5pp | 302.83%-280.3pp |
| Employer contribution / active EE | $2,564 | $5,706-55.1% | $5,011-48.8% | $4,761-46.2% |
| Participant deferral / active EE | $5,112 | $5,954-14.2% | $5,202-1.7% | $5,982-14.6% |
| Admin fee / account holder | $2,334 | $17,074-86.3% | $13,984-83.3% | $11,246-79.2% |