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 8-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 | $12,514 | $138,044-90.9% | $125,339-90.0% | $134,475-90.7% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -19.10% | 750.33%-769.4pp | 572.05%-591.2pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,582 | $5,243-69.8% | $4,814-67.1% | $4,740-66.6% |
| Participant deferral / active EE | $3,018 | $7,799-61.3% | $7,446-59.5% | $6,400-52.8% |
| Admin fee / account holder | $874 | $11,571-92.4% | $10,010-91.3% | $11,426-92.4% |