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 | $13,250 | $107,334-87.7% | $92,893-85.7% | $152,861-91.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 29.29% | 145.58%-116.3pp | 109.41%-80.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,928 | $4,221-6.9% | $3,653+7.5% | $4,762-17.5% |
| Participant deferral / active EE | $2,186 | $4,845-54.9% | $4,236-48.4% | $5,850-62.6% |
| Admin fee / account holder | $2,190 | $7,079-69.1% | $5,794-62.2% | $11,596-81.1% |