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 | $22,037 | $98,750-77.7% | $149,696-85.3% | $79,858-72.4% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 38.55% | 27.43%+11.1pp | 276.60%-238.0pp | 31.71%+6.8pp |
| Employer contribution / active EE | $1,689 | $3,216-47.5% | $4,644-63.6% | $2,471-31.6% |
| Participant deferral / active EE | $3,979 | $5,680-29.9% | $6,842-41.8% | $3,740+6.4% |
| Admin fee / account holder | $739 | $6,053-87.8% | $9,309-92.1% | $5,306-86.1% |