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 | $9,925 | $105,998-90.6% | $92,233-89.2% | $147,584-93.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 26.28% | 50.05%-23.8pp | 176.28%-150.0pp | 578.55%-552.3pp |
| Employer contribution / active EE | $8,492 | $4,333+96.0% | $3,679+130.8% | $4,876+74.2% |
| Participant deferral / active EE | $1,882 | $4,478-58.0% | $3,897-51.7% | $5,439-65.4% |
| Admin fee / account holder | $3,107 | $6,332-50.9% | $5,194-40.2% | $10,885-71.5% |