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 7-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 | $13,573 | $183,592-92.6% | $155,567-91.3% | $145,959-90.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 12.18% | 61.24%-49.1pp | 64.74%-52.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $2,505 | $5,315-52.9% | $4,674-46.4% | $4,661-46.3% |
| Participant deferral / active EE | $3,277 | $6,464-49.3% | $5,628-41.8% | $6,689-51.0% |
| Admin fee / account holder | $613 | $19,318-96.8% | $15,916-96.2% | $13,398-95.4% |