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 7-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 | $16,546 | $112,096-85.2% | $95,952-82.8% | $158,922-89.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 25.41% | 171.09%-145.7pp | 91.61%-66.2pp | 302.83%-277.4pp |
| Employer contribution / active EE | $2,159 | $3,198-32.5% | $2,541-15.0% | $4,761-54.7% |
| Participant deferral / active EE | $3,494 | $4,784-27.0% | $4,167-16.2% | $5,982-41.6% |
| Admin fee / account holder | $1,041 | $10,130-89.7% | $6,795-84.7% | $11,246-90.7% |