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 | $9,392 | $132,634-92.9% | $115,768-91.9% | $137,256-93.2% |
| Participation rate | 95.7% | 77.9%+17.8pp | 74.4%+21.3pp | 80.0%+15.7pp |
| Annual return | 16.43% | 160.70%-144.3pp | 100.46%-84.0pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,612 | $3,360-52.0% | $2,940-45.2% | $4,156-61.2% |
| Participant deferral / active EE | $3,557 | $5,619-36.7% | $4,917-27.7% | $6,407-44.5% |
| Admin fee / account holder | $2,594 | $15,028-82.7% | $12,439-79.1% | $12,270-78.9% |