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 | $11,329 | $232,540-95.1% | $185,117-93.9% | $147,584-92.3% |
| Participation rate | 84.2% | 82.4%+1.9pp | 77.3%+6.9pp | 82.8%+1.4pp |
| Annual return | 19.09% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $950 | $5,195-81.7% | $4,182-77.3% | $4,876-80.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,116 | $10,275-89.1% | $8,159-86.3% | $10,885-89.7% |