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 | $18,062 | $211,958-91.5% | $169,463-89.3% | $135,375-86.7% |
| Participation rate | 93.8% | 82.6%+11.1pp | 77.8%+16.0pp | 82.6%+11.1pp |
| Annual return | -6.40% | 3.26%-9.7pp | 1.83%-8.2pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,900 | $5,120-43.4% | $4,159-30.3% | $4,779-39.3% |
| Participant deferral / active EE | $4,509 | $6,075-25.8% | $5,277-14.5% | $5,609-19.6% |
| Admin fee / account holder | $636 | $11,471-94.5% | $9,109-93.0% | $10,827-94.1% |