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 | $14,562 | $142,405-89.8% | $115,157-87.4% | $152,861-90.5% |
| Participation rate | 72.7% | 82.4%-9.6pp | 75.9%-3.2pp | 82.4%-9.7pp |
| Annual return | 24.63% | 41.48%-16.8pp | 35.60%-11.0pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,745 | $4,010-56.5% | $3,179-45.1% | $4,762-63.4% |
| Participant deferral / active EE | $2,051 | $5,164-60.3% | $4,168-50.8% | $5,850-64.9% |
| Admin fee / account holder | $330 | $8,462-96.1% | $7,088-95.3% | $11,596-97.2% |