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 4-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 | $8,986 | $117,841-92.4% | $102,423-91.2% | $145,922-93.8% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.11% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $3,023-35.8% | $4,660-58.4% |
| Participant deferral / active EE | $2,800 | $5,731-51.1% | $5,053-44.6% | $6,688-58.1% |
| Admin fee / account holder | $1,750 | $13,326-86.9% | $9,451-81.5% | $13,397-86.9% |