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 | $16,114 | $157,256-89.8% | $141,162-88.6% | $152,861-89.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 33.06% | 64.32%-31.3pp | 71.39%-38.3pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,734 | $5,261-67.0% | $4,735-63.4% | $4,762-63.6% |
| Participant deferral / active EE | $4,994 | $7,109-29.7% | $6,709-25.6% | $5,850-14.6% |
| Admin fee / account holder | $431 | $12,120-96.4% | $10,261-95.8% | $11,596-96.3% |