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 | $9,701 | $63,346-84.7% | $92,233-89.5% | $70,131-86.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 47.21% | 530.12%-482.9pp | 176.28%-129.1pp | 73.14%-25.9pp |
| Employer contribution / active EE | $1,740 | $2,471-29.6% | $3,679-52.7% | $2,342-25.7% |
| Participant deferral / active EE | $2,123 | $2,854-25.6% | $3,897-45.5% | $3,332-36.3% |
| Admin fee / account holder | $1,112 | $3,840-71.0% | $5,194-78.6% | $4,645-76.1% |