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 | $16,022 | $197,591-91.9% | $177,821-91.0% | $158,922-89.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.21% | 58.76%-24.6pp | 48.32%-14.1pp | 302.83%-268.6pp |
| Employer contribution / active EE | $3,601 | $6,697-46.2% | $5,918-39.2% | $4,761-24.4% |
| Participant deferral / active EE | $3,601 | $8,405-57.2% | $7,714-53.3% | $5,982-39.8% |
| Admin fee / account holder | $303 | $15,399-98.0% | $12,427-97.6% | $11,246-97.3% |