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 9-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 | $7,449 | $63,346-88.2% | $92,233-91.9% | $70,131-89.4% |
| Participation rate | 90.2% | 68.7%+21.5pp | 76.5%+13.7pp | 69.5%+20.7pp |
| Annual return | 30.84% | 530.12%-499.3pp | 176.28%-145.4pp | 73.14%-42.3pp |
| Employer contribution / active EE | $2,046 | $2,471-17.2% | $3,679-44.4% | $2,342-12.7% |
| Participant deferral / active EE | $2,934 | $2,854+2.8% | $3,897-24.7% | $3,332-11.9% |
| Admin fee / account holder | $349 | $3,840-90.9% | $5,194-93.3% | $4,645-92.5% |