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 9-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 | $12,717 | $115,770-89.0% | $101,248-87.4% | $158,922-92.0% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 19.73% | 56.14%-36.4pp | 46.47%-26.7pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,642 | $4,175-60.7% | $3,660-55.1% | $4,761-65.5% |
| Participant deferral / active EE | $2,329 | $4,957-53.0% | $4,370-46.7% | $5,982-61.1% |
| Admin fee / account holder | $2,824 | $7,245-61.0% | $5,945-52.5% | $11,246-74.9% |