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 | $12,072 | $102,828-88.3% | $105,387-88.5% | $152,861-92.1% |
| Participation rate | 77.3% | 83.8%-6.5pp | 82.6%-5.3pp | 82.4%-5.2pp |
| Annual return | 26.68% | 20.85%+5.8pp | 26.82%-0.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,580 | $4,473-64.7% | $4,213-62.5% | $4,762-66.8% |
| Participant deferral / active EE | $2,143 | $5,465-60.8% | $5,502-61.1% | $5,850-63.4% |
| Admin fee / account holder | $543 | $8,683-93.7% | $6,559-91.7% | $11,596-95.3% |