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 | $8,181 | $56,114-85.4% | $96,139-91.5% | $85,850-90.5% |
| Participation rate | 77.6% | 56.7%+20.9pp | 68.4%+9.2pp | 69.3%+8.3pp |
| Annual return | 18.42% | 42.30%-23.9pp | 191.94%-173.5pp | 318.53%-300.1pp |
| Employer contribution / active EE | $761 | $1,620-53.0% | $2,797-72.8% | $2,565-70.3% |
| Participant deferral / active EE | $1,651 | $2,859-42.2% | $4,349-62.0% | $3,952-58.2% |
| Admin fee / account holder | $387 | $3,768-89.7% | $5,537-93.0% | $6,260-93.8% |