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 | $8,857 | $202,432-95.6% | $169,368-94.8% | $139,434-93.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.85% | 531.74%-509.9pp | 405.60%-383.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,359 | $4,692-71.0% | $4,013-66.1% | $4,751-71.4% |
| Participant deferral / active EE | $1,884 | $6,938-72.8% | $6,221-69.7% | $6,710-71.9% |
| Admin fee / account holder | $939 | $10,708-91.2% | $9,003-89.6% | $11,403-91.8% |