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 | $16,040 | $157,256-89.8% | $141,162-88.6% | $152,861-89.5% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 45.13% | 64.32%-19.2pp | 71.39%-26.3pp | 345.32%-300.2pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,951 | $7,109-2.2% | $6,709+3.6% | $5,850+18.8% |
| Admin fee / account holder | $8,299 | $12,120-31.5% | $10,261-19.1% | $11,596-28.4% |