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 6-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 | $8,286 | $102,317-91.9% | $146,958-94.4% | $80,856-89.8% |
| Participation rate | 78.8% | 75.8%+3.0pp | 82.2%-3.4pp | 67.6%+11.1pp |
| Annual return | 12.74% | 134.76%-122.0pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,228 | $3,713-66.9% | $4,933-75.1% | $2,755-55.4% |
| Participant deferral / active EE | $2,684 | $6,644-59.6% | $8,070-66.7% | $4,296-37.5% |
| Admin fee / account holder | $1,360 | $7,941-82.9% | $12,998-89.5% | $6,918-80.3% |