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 | $17,274 | $226,064-92.4% | $182,532-90.5% | $152,861-88.7% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 20.11% | 192.51%-172.4pp | 148.54%-128.4pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,120 | $4,978-77.5% | $4,076-72.5% | $4,762-76.5% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $882 | $10,703-91.8% | $8,592-89.7% | $11,596-92.4% |