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 8-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 | $14,596 | $66,402-78.0% | $109,895-86.7% | $85,850-83.0% |
| Participation rate | 90.0% | 63.9%+26.1pp | 74.2%+15.8pp | 69.3%+20.7pp |
| Annual return | 45.93% | 19.59%+26.3pp | 29.45%+16.5pp | 318.53%-272.6pp |
| Employer contribution / active EE | $1,473 | $1,687-12.7% | $2,842-48.2% | $2,565-42.6% |
| Participant deferral / active EE | $2,868 | $2,842+0.9% | $4,048-29.1% | $3,952-27.4% |
| Admin fee / account holder | $457 | $4,557-90.0% | $6,066-92.5% | $6,260-92.7% |