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 | $17,459 | $117,841-85.2% | $102,423-83.0% | $145,922-88.0% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 9.29% | 31.65%-22.4pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,702 | $3,615-52.9% | $3,023-43.7% | $4,660-63.5% |
| Participant deferral / active EE | $4,328 | $5,731-24.5% | $5,053-14.4% | $6,688-35.3% |
| Admin fee / account holder | $1,099 | $13,326-91.8% | $9,451-88.4% | $13,397-91.8% |