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 | $12,862 | $165,335-92.2% | $149,696-91.4% | $158,922-91.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 66.23% | 348.15%-281.9pp | 276.60%-210.4pp | 302.83%-236.6pp |
| Employer contribution / active EE | $2,018 | $5,103-60.5% | $4,644-56.5% | $4,761-57.6% |
| Participant deferral / active EE | $3,725 | $7,181-48.1% | $6,842-45.6% | $5,982-37.7% |
| Admin fee / account holder | $2,143 | $10,807-80.2% | $9,309-77.0% | $11,246-80.9% |