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 3-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 | $7,621 | $126,574-94.0% | $106,213-92.8% | $145,922-94.8% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 11.35% | 224.79%-213.4pp | 116.14%-104.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $3,969 | $3,730+6.4% | $3,171+25.2% | $4,660-14.8% |
| Participant deferral / active EE | $3,058 | $5,724-46.6% | $5,016-39.0% | $6,688-54.3% |
| Admin fee / account holder | $2,384 | $17,304-86.2% | $11,033-78.4% | $13,397-82.2% |