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 7-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 | $16,564 | $115,770-85.7% | $101,248-83.6% | $158,922-89.6% |
| Participation rate | 78.6% | 79.4%-0.8pp | 75.8%+2.8pp | 82.0%-3.4pp |
| Annual return | 81.54% | 56.14%+25.4pp | 46.47%+35.1pp | 302.83%-221.3pp |
| Employer contribution / active EE | $2,335 | $4,175-44.1% | $3,660-36.2% | $4,761-51.0% |
| Participant deferral / active EE | $3,565 | $4,957-28.1% | $4,370-18.4% | $5,982-40.4% |
| Admin fee / account holder | $1,198 | $7,245-83.5% | $5,945-79.8% | $11,246-89.3% |