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 | $9,002 | $142,405-93.7% | $115,157-92.2% | $152,861-94.1% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.4%-11.0pp |
| Annual return | 239.58% | 41.48%+198.1pp | 35.60%+204.0pp | 345.32%-105.7pp |
| Employer contribution / active EE | $1,520 | $4,010-62.1% | $3,179-52.2% | $4,762-68.1% |
| Participant deferral / active EE | $3,072 | $5,164-40.5% | $4,168-26.3% | $5,850-47.5% |
| Admin fee / account holder | $373 | $8,462-95.6% | $7,088-94.7% | $11,596-96.8% |