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 | $8,944 | $107,334-91.7% | $92,893-90.4% | $152,861-94.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 33.01% | 145.58%-112.6pp | 109.41%-76.4pp | 345.32%-312.3pp |
| Employer contribution / active EE | $1,967 | $4,221-53.4% | $3,653-46.2% | $4,762-58.7% |
| Participant deferral / active EE | $2,429 | $4,845-49.9% | $4,236-42.7% | $5,850-58.5% |
| Admin fee / account holder | $916 | $7,079-87.1% | $5,794-84.2% | $11,596-92.1% |