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 | $7,613 | $102,966-92.6% | $90,281-91.6% | $152,861-95.0% |
| Participation rate | 81.8% | 75.9%+6.0pp | 73.3%+8.5pp | 82.4%-0.6pp |
| Annual return | 34.77% | 95.16%-60.4pp | 78.10%-43.3pp | 345.32%-310.5pp |
| Employer contribution / active EE | $1,498 | $3,139-52.3% | $2,854-47.5% | $4,762-68.5% |
| Participant deferral / active EE | $3,087 | $4,281-27.9% | $3,885-20.5% | $5,850-47.2% |
| Admin fee / account holder | $774 | $6,171-87.5% | $5,351-85.5% | $11,596-93.3% |