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 7-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 | $13,263 | $70,428-81.2% | $96,562-86.3% | $85,850-84.6% |
| Participation rate | 93.5% | 61.8%+31.7pp | 69.8%+23.7pp | 69.3%+24.2pp |
| Annual return | 13.66% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,440 | $1,413+143.4% | $2,356+46.0% | $2,565+34.1% |
| Participant deferral / active EE | $2,210 | $2,894-23.6% | $3,849-42.6% | $3,952-44.1% |
| Admin fee / account holder | $656 | $4,997-86.9% | $6,181-89.4% | $6,260-89.5% |