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 | $12,019 | $117,841-89.8% | $102,423-88.3% | $145,922-91.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 16.46% | 31.65%-15.2pp | 29.32%-12.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,071 | $3,615-42.7% | $3,023-31.5% | $4,660-55.6% |
| Participant deferral / active EE | $3,445 | $5,731-39.9% | $5,053-31.8% | $6,688-48.5% |
| Admin fee / account holder | $1,266 | $13,326-90.5% | $9,451-86.6% | $13,397-90.5% |