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 | $25,540 | $183,963-86.1% | $162,163-84.3% | $152,861-83.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.60% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.7pp |
| Employer contribution / active EE | $2,241 | $6,371-64.8% | $5,614-60.1% | $4,762-52.9% |
| Participant deferral / active EE | $5,880 | $8,034-26.8% | $7,298-19.4% | $5,850+0.5% |
| Admin fee / account holder | $1,143 | $13,121-91.3% | $10,843-89.5% | $11,596-90.1% |