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 | $12,949 | $118,849-89.1% | $96,562-86.6% | $167,490-92.3% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.8%+19.1pp | 82.1%+6.8pp |
| Annual return | 18.06% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.5pp |
| Employer contribution / active EE | $2,607 | $3,120-16.4% | $2,356+10.6% | $4,837-46.1% |
| Participant deferral / active EE | $4,657 | $4,616+0.9% | $3,849+21.0% | $6,341-26.6% |
| Admin fee / account holder | $335 | $8,065-95.8% | $6,181-94.6% | $12,309-97.3% |