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 | $19,284 | $202,318-90.5% | $172,739-88.8% | $152,861-87.4% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 30.85% | 1029.65%-998.8pp | 802.84%-772.0pp | 345.32%-314.5pp |
| Employer contribution / active EE | $1,678 | $5,856-71.4% | $5,143-67.4% | $4,762-64.8% |
| Participant deferral / active EE | $4,316 | $5,948-27.4% | $5,198-17.0% | $5,850-26.2% |
| Admin fee / account holder | $464 | $17,109-97.3% | $13,954-96.7% | $11,596-96.0% |