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 | $28,513 | $162,781-82.5% | $133,956-78.7% | $158,922-82.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 41.80% | 41.94%-0.1pp | 45.09%-3.3pp | 302.83%-261.0pp |
| Employer contribution / active EE | $1,177 | $4,975-76.3% | $3,919-70.0% | $4,761-75.3% |
| Participant deferral / active EE | $5,196 | $5,911-12.1% | $5,048+2.9% | $5,982-13.1% |
| Admin fee / account holder | $300 | $11,736-97.4% | $8,927-96.6% | $11,246-97.3% |