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 | $8,851 | $107,334-91.8% | $92,893-90.5% | $152,861-94.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 28.21% | 145.58%-117.4pp | 109.41%-81.2pp | 345.32%-317.1pp |
| Employer contribution / active EE | $1,662 | $4,221-60.6% | $3,653-54.5% | $4,762-65.1% |
| Participant deferral / active EE | $2,614 | $4,845-46.0% | $4,236-38.3% | $5,850-55.3% |
| Admin fee / account holder | $1,131 | $7,079-84.0% | $5,794-80.5% | $11,596-90.3% |