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 8-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 | $11,897 | $142,405-91.6% | $115,157-89.7% | $152,861-92.2% |
| Participation rate | 81.0% | 82.4%-1.4pp | 75.9%+5.0pp | 82.4%-1.5pp |
| Annual return | 32.41% | 41.48%-9.1pp | 35.60%-3.2pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,751 | $4,010-31.4% | $3,179-13.5% | $4,762-42.2% |
| Participant deferral / active EE | $5,524 | $5,164+7.0% | $4,168+32.5% | $5,850-5.6% |
| Admin fee / account holder | $758 | $8,462-91.0% | $7,088-89.3% | $11,596-93.5% |