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 | $11,735 | $105,998-88.9% | $92,233-87.3% | $147,584-92.0% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 30.19% | 50.05%-19.9pp | 176.28%-146.1pp | 578.55%-548.4pp |
| Employer contribution / active EE | $12,796 | $4,333+195.3% | $3,679+247.8% | $4,876+162.4% |
| Participant deferral / active EE | $2,706 | $4,478-39.6% | $3,897-30.6% | $5,439-50.3% |
| Admin fee / account holder | $2,138 | $6,332-66.2% | $5,194-58.8% | $10,885-80.4% |