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 7-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 | $5,297 | $115,770-95.4% | $101,248-94.8% | $158,922-96.7% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 49.32% | 56.14%-6.8pp | 46.47%+2.9pp | 302.83%-253.5pp |
| Employer contribution / active EE | $1,717 | $4,175-58.9% | $3,660-53.1% | $4,761-63.9% |
| Participant deferral / active EE | $3,718 | $4,957-25.0% | $4,370-14.9% | $5,982-37.8% |
| Admin fee / account holder | $960 | $7,245-86.8% | $5,945-83.9% | $11,246-91.5% |