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 | $16,538 | $176,812-90.6% | $146,665-88.7% | $167,490-90.1% |
| Participation rate | 76.2% | 83.6%-7.4pp | 80.1%-3.9pp | 82.1%-5.9pp |
| Annual return | 14.06% | 24.03%-10.0pp | 22.74%-8.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,350 | $6,440-32.4% | $5,506-21.0% | $6,341-31.4% |
| Admin fee / account holder | $392 | $13,259-97.0% | $10,280-96.2% | $12,309-96.8% |