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 | $6,980 | $102,966-93.2% | $90,281-92.3% | $152,861-95.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 26.27% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,054 | $3,139-66.4% | $2,854-63.1% | $4,762-77.9% |
| Participant deferral / active EE | $1,665 | $4,281-61.1% | $3,885-57.2% | $5,850-71.5% |
| Admin fee / account holder | $579 | $6,171-90.6% | $5,351-89.2% | $11,596-95.0% |