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 | $16,511 | $115,770-85.7% | $101,248-83.7% | $158,922-89.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.62% | 56.14%-15.5pp | 46.47%-5.9pp | 302.83%-262.2pp |
| Employer contribution / active EE | $1,718 | $4,175-58.8% | $3,660-53.1% | $4,761-63.9% |
| Participant deferral / active EE | $6,923 | $4,957+39.6% | $4,370+58.4% | $5,982+15.7% |
| Admin fee / account holder | $473 | $7,245-93.5% | $5,945-92.1% | $11,246-95.8% |