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 | $40,342 | $137,414-70.6% | $189,513-78.7% | $85,850-53.0% |
| Participation rate | 86.6% | 84.6%+2.0pp | 87.8%-1.2pp | 69.3%+17.3pp |
| Annual return | 12.40% | 38.14%-25.7pp | 555.15%-542.7pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,306 | $4,344-46.9% | $6,162-62.6% | $2,565-10.1% |
| Participant deferral / active EE | $5,356 | $6,260-14.4% | $8,221-34.9% | $3,952+35.5% |
| Admin fee / account holder | $9,470 | $8,630+9.7% | $12,045-21.4% | $6,260+51.3% |