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 | $11,178 | $176,056-93.7% | $159,436-93.0% | $167,490-93.3% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 14.65% | 331.75%-317.1pp | 263.57%-248.9pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,529 | $5,297-71.1% | $4,829-68.3% | $4,837-68.4% |
| Participant deferral / active EE | $2,889 | $7,750-62.7% | $7,352-60.7% | $6,341-54.4% |
| Admin fee / account holder | $1,333 | $12,554-89.4% | $10,799-87.7% | $12,309-89.2% |