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 8-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 | $16,454 | $157,256-89.5% | $141,162-88.3% | $152,861-89.2% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.4%+12.0pp |
| Annual return | 31.61% | 64.32%-32.7pp | 71.39%-39.8pp | 345.32%-313.7pp |
| Employer contribution / active EE | $2,742 | $5,261-47.9% | $4,735-42.1% | $4,762-42.4% |
| Participant deferral / active EE | $4,584 | $7,109-35.5% | $6,709-31.7% | $5,850-21.6% |
| Admin fee / account holder | $4,410 | $12,120-63.6% | $10,261-57.0% | $11,596-62.0% |