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 | $13,096 | $138,065-90.5% | $123,544-89.4% | $135,375-90.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 18.96% | 153.68%-134.7pp | 119.20%-100.2pp | 519.73%-500.8pp |
| Employer contribution / active EE | $3,721 | $5,151-27.8% | $4,628-19.6% | $4,779-22.1% |
| Participant deferral / active EE | $6,693 | $6,799-1.6% | $6,426+4.2% | $5,609+19.3% |
| Admin fee / account holder | $728 | $10,916-93.3% | $9,284-92.2% | $10,827-93.3% |