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 | $18,933 | $78,422-75.9% | $95,952-80.3% | $79,858-76.3% |
| Participation rate | 83.1% | 73.5%+9.7pp | 77.1%+6.1pp | 69.6%+13.5pp |
| Annual return | 28.95% | 19.37%+9.6pp | 91.61%-62.7pp | 31.71%-2.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,248 | $3,440+52.6% | $4,167+25.9% | $3,740+40.3% |
| Admin fee / account holder | $1,559 | $5,622-72.3% | $6,795-77.1% | $5,306-70.6% |