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 6-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 | $12,172 | $165,335-92.6% | $149,696-91.9% | $158,922-92.3% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 26.06% | 348.15%-322.1pp | 276.60%-250.5pp | 302.83%-276.8pp |
| Employer contribution / active EE | $1,655 | $5,103-67.6% | $4,644-64.4% | $4,761-65.2% |
| Participant deferral / active EE | $3,865 | $7,181-46.2% | $6,842-43.5% | $5,982-35.4% |
| Admin fee / account holder | $758 | $10,807-93.0% | $9,309-91.9% | $11,246-93.3% |