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 | $12,431 | $202,318-93.9% | $172,739-92.8% | $152,861-91.9% |
| Participation rate | 92.3% | 87.1%+5.3pp | 82.6%+9.7pp | 82.4%+9.9pp |
| Annual return | 31.27% | 1029.65%-998.4pp | 802.84%-771.6pp | 345.32%-314.1pp |
| Employer contribution / active EE | $1,383 | $5,856-76.4% | $5,143-73.1% | $4,762-71.0% |
| Participant deferral / active EE | $4,115 | $5,948-30.8% | $5,198-20.8% | $5,850-29.7% |
| Admin fee / account holder | $594 | $17,109-96.5% | $13,954-95.7% | $11,596-94.9% |