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 | $19,715 | $157,256-87.5% | $141,162-86.0% | $152,861-87.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 27.68% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $1,367 | $5,261-74.0% | $4,735-71.1% | $4,762-71.3% |
| Participant deferral / active EE | $3,469 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $544 | $12,120-95.5% | $10,261-94.7% | $11,596-95.3% |