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 | $14,582 | $210,648-93.1% | $177,989-91.8% | $145,922-90.0% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 9.26% | 385.86%-376.6pp | 294.48%-285.2pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,320 | $4,565-71.1% | $3,949-66.6% | $4,660-71.7% |
| Participant deferral / active EE | $1,953 | $6,958-71.9% | $6,276-68.9% | $6,688-70.8% |
| Admin fee / account holder | $17,195 | $12,013+43.1% | $10,363+65.9% | $13,397+28.3% |