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 | $24,363 | $137,414-82.3% | $189,513-87.1% | $85,850-71.6% |
| Participation rate | 83.9% | 84.6%-0.7pp | 87.8%-3.9pp | 69.3%+14.6pp |
| Annual return | 13.00% | 38.14%-25.1pp | 555.15%-542.2pp | 318.53%-305.5pp |
| Employer contribution / active EE | $2,294 | $4,344-47.2% | $6,162-62.8% | $2,565-10.6% |
| Participant deferral / active EE | $4,939 | $6,260-21.1% | $8,221-39.9% | $3,952+25.0% |
| Admin fee / account holder | $302 | $8,630-96.5% | $12,045-97.5% | $6,260-95.2% |