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 | $15,254 | $105,998-85.6% | $92,233-83.5% | $147,584-89.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 36.21% | 50.05%-13.8pp | 176.28%-140.1pp | 578.55%-542.3pp |
| Employer contribution / active EE | $3,399 | $4,333-21.6% | $3,679-7.6% | $4,876-30.3% |
| Participant deferral / active EE | $8,502 | $4,478+89.9% | $3,897+118.2% | $5,439+56.3% |
| Admin fee / account holder | $498 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |