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 | $10,588 | $112,096-90.6% | $95,952-89.0% | $158,922-93.3% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 26.28% | 171.09%-144.8pp | 91.61%-65.3pp | 302.83%-276.6pp |
| Employer contribution / active EE | $1,699 | $3,198-46.9% | $2,541-33.1% | $4,761-64.3% |
| Participant deferral / active EE | $3,350 | $4,784-30.0% | $4,167-19.6% | $5,982-44.0% |
| Admin fee / account holder | $804 | $10,130-92.1% | $6,795-88.2% | $11,246-92.8% |