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 | $19,299 | $165,912-88.4% | $122,332-84.2% | $147,584-86.9% |
| Participation rate | 77.3% | 79.6%-2.3pp | 71.6%+5.6pp | 82.8%-5.6pp |
| Annual return | 18.66% | 34.55%-15.9pp | 30.27%-11.6pp | 578.55%-559.9pp |
| Employer contribution / active EE | $1,541 | $5,754-73.2% | $4,050-62.0% | $4,876-68.4% |
| Participant deferral / active EE | $3,709 | $4,005-7.4% | $3,287+12.8% | $5,439-31.8% |
| Admin fee / account holder | $1,059 | $7,424-85.7% | $5,478-80.7% | $10,885-90.3% |