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 5-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 | $18,354 | $105,181-82.6% | $159,436-88.5% | $85,850-78.6% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.8%-10.9pp | 69.3%+2.6pp |
| Annual return | 57.92% | 45.07%+12.8pp | 263.57%-205.6pp | 318.53%-260.6pp |
| Employer contribution / active EE | $1,980 | $3,318-40.3% | $4,829-59.0% | $2,565-22.8% |
| Participant deferral / active EE | $3,710 | $5,945-37.6% | $7,352-49.5% | $3,952-6.1% |
| Admin fee / account holder | $12,822 | $6,933+84.9% | $10,799+18.7% | $6,260+104.8% |