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 | $117,859-89.8% | $102,438-88.3% | $145,959-91.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+8.0pp |
| Annual return | 16.46% | 31.72%-15.3pp | 29.37%-12.9pp | 561.95%-545.5pp |
| Employer contribution / active EE | $2,071 | $3,615-42.7% | $3,024-31.5% | $4,661-55.6% |
| Participant deferral / active EE | $3,445 | $5,732-39.9% | $5,054-31.8% | $6,689-48.5% |
| Admin fee / account holder | $1,266 | $13,318-90.5% | $9,448-86.6% | $13,398-90.5% |