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 | $11,825 | $107,934-89.0% | $91,989-87.1% | $152,861-92.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 29.30% | 89.24%-59.9pp | 69.02%-39.7pp | 345.32%-316.0pp |
| Employer contribution / active EE | $3,429 | $4,210-18.5% | $3,452-0.7% | $4,762-28.0% |
| Participant deferral / active EE | $4,084 | $6,364-35.8% | $5,923-31.0% | $5,850-30.2% |
| Admin fee / account holder | $1,435 | $10,520-86.4% | $7,743-81.5% | $11,596-87.6% |