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 | $15,645 | $185,200-91.6% | $142,863-89.0% | $167,490-90.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 71.9%+3.1pp | 82.1%-7.1pp |
| Annual return | 10.50% | 8555.70%-8545.2pp | 5637.54%-5627.0pp | 478.56%-468.1pp |
| Employer contribution / active EE | $835 | $5,604-85.1% | $4,144-79.9% | $4,837-82.7% |
| Participant deferral / active EE | $889 | $4,494-80.2% | $3,837-76.8% | $6,341-86.0% |
| Admin fee / account holder | $3,814 | $8,031-52.5% | $6,560-41.9% | $12,309-69.0% |