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 5-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 | $14,829 | $126,574-88.3% | $106,213-86.0% | $145,922-89.8% |
| Participation rate | 72.7% | 77.6%-4.9pp | 75.3%-2.6pp | 80.3%-7.5pp |
| Annual return | 13.93% | 224.79%-210.9pp | 116.14%-102.2pp | 561.29%-547.4pp |
| Employer contribution / active EE | $1,152 | $3,730-69.1% | $3,171-63.7% | $4,660-75.3% |
| Participant deferral / active EE | $1,874 | $5,724-67.3% | $5,016-62.6% | $6,688-72.0% |
| Admin fee / account holder | $3,692 | $17,304-78.7% | $11,033-66.5% | $13,397-72.4% |