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 7-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 | $16,214 | $89,355-81.9% | $141,162-88.5% | $72,985-77.8% |
| Participation rate | 88.7% | 75.1%+13.6pp | 82.5%+6.3pp | 69.5%+19.2pp |
| Annual return | 127.23% | 111.85%+15.4pp | 71.39%+55.8pp | 81.00%+46.2pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,682 | $5,418+23.3% | $6,709-0.4% | $3,607+85.2% |
| Admin fee / account holder | $1,356 | $5,958-77.2% | $10,261-86.8% | $5,124-73.5% |