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 | $14,196 | $209,411-93.2% | $178,490-92.0% | $158,922-91.1% |
| Participation rate | 78.6% | 86.3%-7.8pp | 81.9%-3.4pp | 82.0%-3.4pp |
| Annual return | 28.42% | 188.75%-160.3pp | 151.07%-122.7pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,189 | $5,706-79.2% | $5,011-76.3% | $4,761-75.0% |
| Participant deferral / active EE | $2,693 | $5,954-54.8% | $5,202-48.2% | $5,982-55.0% |
| Admin fee / account holder | $542 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |