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 | $11,856 | $107,334-89.0% | $92,893-87.2% | $152,861-92.2% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.4%-4.7pp |
| Annual return | 24.37% | 145.58%-121.2pp | 109.41%-85.0pp | 345.32%-320.9pp |
| Employer contribution / active EE | $1,315 | $4,221-68.8% | $3,653-64.0% | $4,762-72.4% |
| Participant deferral / active EE | $1,895 | $4,845-60.9% | $4,236-55.3% | $5,850-67.6% |
| Admin fee / account holder | $2,253 | $7,079-68.2% | $5,794-61.1% | $11,596-80.6% |