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 | $17,093 | $152,587-88.8% | $125,175-86.3% | $152,861-88.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 30.48% | 54.84%-24.4pp | 43.79%-13.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,201 | $4,946-55.5% | $3,865-43.1% | $4,762-53.8% |
| Participant deferral / active EE | $5,549 | $5,868-5.4% | $4,937+12.4% | $5,850-5.1% |
| Admin fee / account holder | $875 | $13,434-93.5% | $9,702-91.0% | $11,596-92.5% |