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 6-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 | $11,625 | $124,281-90.6% | $109,143-89.3% | $167,490-93.1% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 13.19% | 26.04%-12.8pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,715 | $4,207-59.2% | $3,722-53.9% | $4,837-64.5% |
| Participant deferral / active EE | $2,760 | $5,255-47.5% | $4,653-40.7% | $6,341-56.5% |
| Admin fee / account holder | $1,234 | $7,970-84.5% | $6,752-81.7% | $12,309-90.0% |