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 7-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 | $14,328 | $105,181-86.4% | $159,436-91.0% | $85,850-83.3% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 28.54% | 45.07%-16.5pp | 263.57%-235.0pp | 318.53%-290.0pp |
| Employer contribution / active EE | $1,076 | $3,318-67.6% | $4,829-77.7% | $2,565-58.1% |
| Participant deferral / active EE | $2,891 | $5,945-51.4% | $7,352-60.7% | $3,952-26.8% |
| Admin fee / account holder | $1,163 | $6,933-83.2% | $10,799-89.2% | $6,260-81.4% |