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 | $11,772 | $110,257-89.3% | $96,544-87.8% | $139,434-91.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 19.47% | 26.32%-6.8pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,484 | $3,620-59.0% | $2,965-49.9% | $4,751-68.8% |
| Participant deferral / active EE | $1,947 | $5,548-64.9% | $4,851-59.9% | $6,710-71.0% |
| Admin fee / account holder | $1,300 | $11,591-88.8% | $8,252-84.2% | $11,403-88.6% |