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 | $21,723 | $228,332-90.5% | $185,823-88.3% | $158,922-86.3% |
| Participation rate | 85.7% | 82.3%+3.4pp | 78.0%+7.7pp | 82.0%+3.8pp |
| Annual return | 17.16% | 40.80%-23.6pp | 35.95%-18.8pp | 302.83%-285.7pp |
| Employer contribution / active EE | $2,676 | $4,967-46.1% | $4,087-34.5% | $4,761-43.8% |
| Participant deferral / active EE | $6,661 | $6,415+3.8% | $5,632+18.3% | $5,982+11.3% |
| Admin fee / account holder | $1,071 | $11,864-91.0% | $9,500-88.7% | $11,246-90.5% |