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 | $16,222 | $137,414-88.2% | $189,513-91.4% | $85,850-81.1% |
| Participation rate | 91.4% | 84.6%+6.8pp | 87.8%+3.6pp | 69.3%+22.1pp |
| Annual return | 101.28% | 38.14%+63.1pp | 555.15%-453.9pp | 318.53%-217.2pp |
| Employer contribution / active EE | $2,848 | $4,344-34.4% | $6,162-53.8% | $2,565+11.0% |
| Participant deferral / active EE | $4,940 | $6,260-21.1% | $8,221-39.9% | $3,952+25.0% |
| Admin fee / account holder | $690 | $8,630-92.0% | $12,045-94.3% | $6,260-89.0% |