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 | $17,461 | $138,065-87.4% | $123,544-85.9% | $135,375-87.1% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | 39.23% | 153.68%-114.5pp | 119.20%-80.0pp | 519.73%-480.5pp |
| Employer contribution / active EE | $3,883 | $5,151-24.6% | $4,628-16.1% | $4,779-18.7% |
| Participant deferral / active EE | $8,746 | $6,799+28.6% | $6,426+36.1% | $5,609+55.9% |
| Admin fee / account holder | $2,899 | $10,916-73.4% | $9,284-68.8% | $10,827-73.2% |