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 | $12,979 | $107,334-87.9% | $92,893-86.0% | $152,861-91.5% |
| Participation rate | 70.0% | 79.8%-9.8pp | 76.0%-6.0pp | 82.4%-12.4pp |
| Annual return | 17.36% | 145.58%-128.2pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $3,132 | $4,221-25.8% | $3,653-14.3% | $4,762-34.2% |
| Participant deferral / active EE | $3,103 | $4,845-36.0% | $4,236-26.8% | $5,850-47.0% |
| Admin fee / account holder | $4,132 | $7,079-41.6% | $5,794-28.7% | $11,596-64.4% |