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 | $7,543 | $105,998-92.9% | $92,233-91.8% | $147,584-94.9% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 27.61% | 50.05%-22.4pp | 176.28%-148.7pp | 578.55%-550.9pp |
| Employer contribution / active EE | $2,222 | $4,333-48.7% | $3,679-39.6% | $4,876-54.4% |
| Participant deferral / active EE | $4,230 | $4,478-5.5% | $3,897+8.6% | $5,439-22.2% |
| Admin fee / account holder | $501 | $6,332-92.1% | $5,194-90.3% | $10,885-95.4% |