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 6-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 | $14,153 | $99,985-85.8% | $146,665-90.4% | $85,850-83.5% |
| Participation rate | 71.9% | 73.1%-1.2pp | 80.1%-8.2pp | 69.3%+2.6pp |
| Annual return | 15.19% | 18.93%-3.7pp | 22.74%-7.6pp | 318.53%-303.3pp |
| Employer contribution / active EE | $1,408 | $2,559-45.0% | $4,136-66.0% | $2,565-45.1% |
| Participant deferral / active EE | $2,443 | $4,006-39.0% | $5,506-55.6% | $3,952-38.2% |
| Admin fee / account holder | $766 | $7,702-90.1% | $10,280-92.6% | $6,260-87.8% |