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 | $3,860 | $110,261-96.5% | $95,745-96.0% | $139,434-97.2% |
| Participation rate | 85.7% | 75.8%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.23% | 27.11%-2.9pp | 28.35%-4.1pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,300 | $3,257-60.1% | $2,835-54.2% | $4,751-72.6% |
| Participant deferral / active EE | $1,923 | $4,676-58.9% | $4,245-54.7% | $6,710-71.3% |
| Admin fee / account holder | $1,314 | $6,613-80.1% | $5,678-76.9% | $11,403-88.5% |