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 | $22,087 | $102,317-78.4% | $146,958-85.0% | $80,856-72.7% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 12.25% | 134.76%-122.5pp | 418.34%-406.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,475 | $3,713-6.4% | $4,933-29.6% | $2,755+26.1% |
| Participant deferral / active EE | $5,042 | $6,644-24.1% | $8,070-37.5% | $4,296+17.4% |
| Admin fee / account holder | $7,733 | $7,941-2.6% | $12,998-40.5% | $6,918+11.8% |