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 | $11,753 | $95,416-87.7% | $185,823-93.7% | $85,850-86.3% |
| Participation rate | 88.2% | 68.8%+19.5pp | 81.7%+6.5pp | 69.3%+18.9pp |
| Annual return | 12.44% | 23.59%-11.1pp | 122.05%-109.6pp | 318.53%-306.1pp |
| Employer contribution / active EE | $1,422 | $3,314-57.1% | $5,167-72.5% | $2,565-44.6% |
| Participant deferral / active EE | $1,394 | $3,423-59.3% | $5,568-75.0% | $3,952-64.7% |
| Admin fee / account holder | $558 | $7,213-92.3% | $16,237-96.6% | $6,260-91.1% |