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 | $19,222 | $155,788-87.7% | $124,672-84.6% | $167,490-88.5% |
| Participation rate | 90.9% | 81.1%+9.8pp | 74.6%+16.3pp | 82.1%+8.8pp |
| Annual return | 12.74% | 17.97%-5.2pp | 5142.93%-5130.2pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,449 | $4,163-65.2% | $3,324-56.4% | $4,837-70.0% |
| Participant deferral / active EE | $1,834 | $5,673-67.7% | $4,614-60.3% | $6,341-71.1% |
| Admin fee / account holder | $2,132 | $9,531-77.6% | $7,493-71.5% | $12,309-82.7% |