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 | $17,265 | $106,890-83.8% | $84,015-79.4% | $152,861-88.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.46% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.9pp |
| Employer contribution / active EE | $1,416 | $2,734-48.2% | $1,983-28.6% | $4,762-70.3% |
| Participant deferral / active EE | $2,674 | $4,011-33.3% | $3,239-17.4% | $5,850-54.3% |
| Admin fee / account holder | $734 | $8,285-91.1% | $6,101-88.0% | $11,596-93.7% |