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 | $17,893 | $157,256-88.6% | $141,162-87.3% | $152,861-88.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 28.69% | 64.32%-35.6pp | 71.39%-42.7pp | 345.32%-316.6pp |
| Employer contribution / active EE | $3,409 | $5,261-35.2% | $4,735-28.0% | $4,762-28.4% |
| Participant deferral / active EE | $4,515 | $7,109-36.5% | $6,709-32.7% | $5,850-22.8% |
| Admin fee / account holder | $6,773 | $12,120-44.1% | $10,261-34.0% | $11,596-41.6% |