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 6-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 | $18,774 | $77,145-75.7% | $108,410-82.7% | $85,850-78.1% |
| Participation rate | 81.3% | 74.7%+6.6pp | 80.1%+1.1pp | 69.3%+11.9pp |
| Annual return | 23.42% | 44.54%-21.1pp | 905.27%-881.9pp | 318.53%-295.1pp |
| Employer contribution / active EE | $753 | $2,379-68.3% | $3,558-78.8% | $2,565-70.6% |
| Participant deferral / active EE | $5,733 | $5,566+3.0% | $6,563-12.6% | $3,952+45.1% |
| Admin fee / account holder | $3,519 | $5,172-32.0% | $7,295-51.8% | $6,260-43.8% |