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 | $11,461 | $118,849-90.4% | $96,562-88.1% | $167,490-93.2% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.9pp | 82.1%+9.6pp |
| Annual return | 18.58% | 50.49%-31.9pp | 37.78%-19.2pp | 478.56%-460.0pp |
| Employer contribution / active EE | $2,031 | $3,120-34.9% | $2,356-13.8% | $4,837-58.0% |
| Participant deferral / active EE | $3,709 | $4,616-19.7% | $3,849-3.6% | $6,341-41.5% |
| Admin fee / account holder | $442 | $8,065-94.5% | $6,181-92.8% | $12,309-96.4% |