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 6-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 | $5,364 | $118,849-95.5% | $96,562-94.4% | $167,490-96.8% |
| Participation rate | 73.3% | 75.5%-2.1pp | 69.8%+3.5pp | 82.1%-8.8pp |
| Annual return | 148.59% | 50.49%+98.1pp | 37.78%+110.8pp | 478.56%-330.0pp |
| Employer contribution / active EE | $1,826 | $3,120-41.5% | $2,356-22.5% | $4,837-62.2% |
| Participant deferral / active EE | $1,679 | $4,616-63.6% | $3,849-56.4% | $6,341-73.5% |
| Admin fee / account holder | $876 | $8,065-89.1% | $6,181-85.8% | $12,309-92.9% |