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 | $11,995 | $176,377-93.2% | $134,143-91.1% | $158,922-92.5% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 10.27% | 63.63%-53.4pp | 36.33%-26.1pp | 302.83%-292.6pp |
| Employer contribution / active EE | $719 | $5,040-85.7% | $3,704-80.6% | $4,761-84.9% |
| Participant deferral / active EE | $1,144 | $4,091-72.0% | $3,499-67.3% | $5,982-80.9% |
| Admin fee / account holder | $4,234 | $8,718-51.4% | $6,684-36.7% | $11,246-62.4% |