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 | $16,474 | $77,145-78.6% | $108,410-84.8% | $85,850-80.8% |
| Participation rate | 81.3% | 74.7%+6.6pp | 80.1%+1.1pp | 69.3%+11.9pp |
| Annual return | 28.98% | 44.54%-15.6pp | 905.27%-876.3pp | 318.53%-289.6pp |
| Employer contribution / active EE | $2,380 | $2,3790% | $3,558-33.1% | $2,565-7.2% |
| Participant deferral / active EE | $4,681 | $5,566-15.9% | $6,563-28.7% | $3,952+18.5% |
| Admin fee / account holder | $1,129 | $5,172-78.2% | $7,295-84.5% | $6,260-82.0% |