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 | $17,305 | $106,890-83.8% | $84,015-79.4% | $152,861-88.7% |
| Participation rate | 78.6% | 75.2%+3.3pp | 69.0%+9.6pp | 82.4%-3.9pp |
| Annual return | 53.86% | 104.99%-51.1pp | 71.31%-17.4pp | 345.32%-291.5pp |
| Employer contribution / active EE | $1,328 | $2,734-51.4% | $1,983-33.0% | $4,762-72.1% |
| Participant deferral / active EE | $2,688 | $4,011-33.0% | $3,239-17.0% | $5,850-54.1% |
| Admin fee / account holder | $3,947 | $8,285-52.4% | $6,101-35.3% | $11,596-66.0% |