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 | $10,767 | $157,256-93.2% | $141,162-92.4% | $152,861-93.0% |
| Participation rate | 86.4% | 84.8%+1.5pp | 82.5%+3.9pp | 82.4%+3.9pp |
| Annual return | 100.23% | 64.32%+35.9pp | 71.39%+28.8pp | 345.32%-245.1pp |
| Employer contribution / active EE | $2,103 | $5,261-60.0% | $4,735-55.6% | $4,762-55.8% |
| Participant deferral / active EE | $2,392 | $7,109-66.4% | $6,709-64.3% | $5,850-59.1% |
| Admin fee / account holder | $1,318 | $12,120-89.1% | $10,261-87.2% | $11,596-88.6% |