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 | $26,839 | $180,449-85.1% | $154,107-82.6% | $135,375-80.2% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -8.11% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,094 | $6,035-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $2,671 | $5,806-54.0% | $5,081-47.4% | $5,609-52.4% |
| Admin fee / account holder | $2,362 | $16,143-85.4% | $13,411-82.4% | $10,827-78.2% |