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 | $17,446 | $185,822-90.6% | $169,993-89.7% | $139,434-87.5% |
| Participation rate | 72.2% | 87.8%-15.5pp | 87.0%-14.8pp | 80.3%-8.1pp |
| Annual return | 18.32% | 60.50%-42.2pp | 53.37%-35.0pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,225 | $7,590-70.7% | $6,785-67.2% | $4,751-53.2% |
| Participant deferral / active EE | $3,782 | $11,622-67.5% | $10,408-63.7% | $6,710-43.6% |
| Admin fee / account holder | $1,611 | $15,381-89.5% | $12,815-87.4% | $11,403-85.9% |