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 | $22,285 | $142,405-84.4% | $115,157-80.6% | $152,861-85.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.93% | 41.48%-13.5pp | 35.60%-7.7pp | 345.32%-317.4pp |
| Employer contribution / active EE | $1,452 | $4,010-63.8% | $3,179-54.3% | $4,762-69.5% |
| Participant deferral / active EE | $5,127 | $5,164-0.7% | $4,168+23.0% | $5,850-12.4% |
| Admin fee / account holder | $1,487 | $8,462-82.4% | $7,088-79.0% | $11,596-87.2% |