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 | $10,281 | $112,096-90.8% | $95,952-89.3% | $158,922-93.5% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 16.79% | 171.09%-154.3pp | 91.61%-74.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,096 | $3,198-3.2% | $2,541+21.8% | $4,761-35.0% |
| Participant deferral / active EE | $7,441 | $4,784+55.6% | $4,167+78.6% | $5,982+24.4% |
| Admin fee / account holder | $1,277 | $10,130-87.4% | $6,795-81.2% | $11,246-88.6% |