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 | $14,863 | $115,770-87.2% | $101,248-85.3% | $158,922-90.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 26.39% | 56.14%-29.8pp | 46.47%-20.1pp | 302.83%-276.4pp |
| Employer contribution / active EE | $1,839 | $4,175-55.9% | $3,660-49.7% | $4,761-61.4% |
| Participant deferral / active EE | $4,631 | $4,957-6.6% | $4,370+6.0% | $5,982-22.6% |
| Admin fee / account holder | $1,837 | $7,245-74.6% | $5,945-69.1% | $11,246-83.7% |