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 | $14,882 | $115,882-87.2% | $100,516-85.2% | $158,922-90.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 19.34% | 34.79%-15.4pp | 30.89%-11.5pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,552 | $4,103-62.2% | $3,418-54.6% | $4,761-67.4% |
| Participant deferral / active EE | $3,612 | $6,674-45.9% | $6,270-42.4% | $5,982-39.6% |
| Admin fee / account holder | $941 | $10,995-91.4% | $8,081-88.4% | $11,246-91.6% |