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 6-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 | $10,616 | $99,985-89.4% | $146,665-92.8% | $85,850-87.6% |
| Participation rate | 90.9% | 73.1%+17.9pp | 80.1%+10.8pp | 69.3%+21.6pp |
| Annual return | 49.88% | 18.93%+30.9pp | 22.74%+27.1pp | 318.53%-268.7pp |
| Employer contribution / active EE | $1,701 | $2,559-33.5% | $4,136-58.9% | $2,565-33.7% |
| Participant deferral / active EE | $2,580 | $4,006-35.6% | $5,506-53.1% | $3,952-34.7% |
| Admin fee / account holder | $2,093 | $7,702-72.8% | $10,280-79.6% | $6,260-66.6% |