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 8-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 | $11,716 | $115,770-89.9% | $101,248-88.4% | $158,922-92.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.78% | 56.14%-33.4pp | 46.47%-23.7pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,272 | $4,175-69.5% | $3,660-65.2% | $4,761-73.3% |
| Participant deferral / active EE | $2,672 | $4,957-46.1% | $4,370-38.9% | $5,982-55.3% |
| Admin fee / account holder | $373 | $7,245-94.8% | $5,945-93.7% | $11,246-96.7% |