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 | $11,276 | $49,173-77.1% | $121,098-90.7% | $75,163-85.0% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.16% | 55.99%-39.8pp | 985.75%-969.6pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,127 | $1,546-27.1% | $4,164-72.9% | $2,670-57.8% |
| Participant deferral / active EE | $2,279 | $2,628-13.2% | $4,080-44.1% | $4,125-44.7% |
| Admin fee / account holder | $1,432 | $3,942-63.7% | $5,644-74.6% | $5,651-74.7% |