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 | $14,456 | $202,432-92.9% | $169,368-91.5% | $139,434-89.6% |
| Participation rate | 95.8% | 81.1%+14.8pp | 77.1%+18.7pp | 80.3%+15.5pp |
| Annual return | 63.43% | 531.74%-468.3pp | 405.60%-342.2pp | 372.94%-309.5pp |
| Employer contribution / active EE | $1,867 | $4,692-60.2% | $4,013-53.5% | $4,751-60.7% |
| Participant deferral / active EE | $4,520 | $6,938-34.9% | $6,221-27.4% | $6,710-32.6% |
| Admin fee / account holder | $415 | $10,708-96.1% | $9,003-95.4% | $11,403-96.4% |