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 3-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 | $7,659 | $159,901-95.2% | $146,958-94.8% | $145,922-94.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 56.23% | 98.13%-41.9pp | 418.34%-362.1pp | 561.29%-505.1pp |
| Employer contribution / active EE | $2,906 | $5,286-45.0% | $4,933-41.1% | $4,660-37.6% |
| Participant deferral / active EE | $9,475 | $8,428+12.4% | $8,070+17.4% | $6,688+41.7% |
| Admin fee / account holder | $4,692 | $15,044-68.8% | $12,998-63.9% | $13,397-65.0% |