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 | $14,720 | $157,256-90.6% | $141,162-89.6% | $152,861-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.08% | 64.32%-31.2pp | 71.39%-38.3pp | 345.32%-312.2pp |
| Employer contribution / active EE | $2,087 | $5,261-60.3% | $4,735-55.9% | $4,762-56.2% |
| Participant deferral / active EE | $3,106 | $7,109-56.3% | $6,709-53.7% | $5,850-46.9% |
| Admin fee / account holder | $907 | $12,120-92.5% | $10,261-91.2% | $11,596-92.2% |