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 6-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 | $12,181 | $115,770-89.5% | $101,248-88.0% | $158,922-92.3% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 45.79% | 56.14%-10.4pp | 46.47%-0.7pp | 302.83%-257.0pp |
| Employer contribution / active EE | $1,801 | $4,175-56.9% | $3,660-50.8% | $4,761-62.2% |
| Participant deferral / active EE | $3,300 | $4,957-33.4% | $4,370-24.5% | $5,982-44.8% |
| Admin fee / account holder | $701 | $7,245-90.3% | $5,945-88.2% | $11,246-93.8% |