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 7-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 | $17,133 | $183,963-90.7% | $162,163-89.4% | $152,861-88.8% |
| Participation rate | 82.6% | 88.5%-5.9pp | 87.6%-4.9pp | 82.4%+0.2pp |
| Annual return | 35.33% | 150.76%-115.4pp | 115.59%-80.3pp | 345.32%-310.0pp |
| Employer contribution / active EE | $2,707 | $6,371-57.5% | $5,614-51.8% | $4,762-43.2% |
| Participant deferral / active EE | $5,134 | $8,034-36.1% | $7,298-29.6% | $5,850-12.2% |
| Admin fee / account holder | $562 | $13,121-95.7% | $10,843-94.8% | $11,596-95.2% |