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 | $9,668 | $105,998-90.9% | $92,233-89.5% | $147,584-93.4% |
| Participation rate | 73.9% | 80.4%-6.5pp | 76.5%-2.6pp | 82.8%-8.9pp |
| Annual return | 83.82% | 50.05%+33.8pp | 176.28%-92.5pp | 578.55%-494.7pp |
| Employer contribution / active EE | $1,378 | $4,333-68.2% | $3,679-62.6% | $4,876-71.7% |
| Participant deferral / active EE | $4,999 | $4,478+11.6% | $3,897+28.3% | $5,439-8.1% |
| Admin fee / account holder | $445 | $6,332-93.0% | $5,194-91.4% | $10,885-95.9% |