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 | $19,407 | $157,256-87.7% | $141,162-86.3% | $152,861-87.3% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 106.64% | 64.32%+42.3pp | 71.39%+35.2pp | 345.32%-238.7pp |
| Employer contribution / active EE | $2,034 | $5,261-61.3% | $4,735-57.0% | $4,762-57.3% |
| Participant deferral / active EE | $5,519 | $7,109-22.4% | $6,709-17.7% | $5,850-5.7% |
| Admin fee / account holder | $2,769 | $12,120-77.2% | $10,261-73.0% | $11,596-76.1% |