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 | $9,218 | $117,841-92.2% | $102,423-91.0% | $145,922-93.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.60% | 31.65%-19.0pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $3,460 | $3,615-4.3% | $3,023+14.4% | $4,660-25.7% |
| Participant deferral / active EE | $4,739 | $5,731-17.3% | $5,053-6.2% | $6,688-29.1% |
| Admin fee / account holder | $2,690 | $13,326-79.8% | $9,451-71.5% | $13,397-79.9% |