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 | $14,394 | $142,405-89.9% | $115,157-87.5% | $152,861-90.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 75.9%-0.9pp | 82.4%-7.4pp |
| Annual return | 30.21% | 41.48%-11.3pp | 35.60%-5.4pp | 345.32%-315.1pp |
| Employer contribution / active EE | $5,538 | $4,010+38.1% | $3,179+74.2% | $4,762+16.3% |
| Participant deferral / active EE | $3,929 | $5,164-23.9% | $4,168-5.7% | $5,850-32.8% |
| Admin fee / account holder | $867 | $8,462-89.8% | $7,088-87.8% | $11,596-92.5% |