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 | $17,556 | $183,963-90.5% | $162,163-89.2% | $152,861-88.5% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.6%+2.4pp | 82.4%+7.6pp |
| Annual return | 16.28% | 150.76%-134.5pp | 115.59%-99.3pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,263 | $6,371-64.5% | $5,614-59.7% | $4,762-52.5% |
| Participant deferral / active EE | $3,532 | $8,034-56.0% | $7,298-51.6% | $5,850-39.6% |
| Admin fee / account holder | $2,809 | $13,121-78.6% | $10,843-74.1% | $11,596-75.8% |