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 | $12,259 | $117,841-89.6% | $102,423-88.0% | $145,922-91.6% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 22.42% | 31.65%-9.2pp | 29.32%-6.9pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,568 | $3,615-29.0% | $3,023-15.1% | $4,660-44.9% |
| Participant deferral / active EE | $6,016 | $5,731+5.0% | $5,053+19.1% | $6,688-10.1% |
| Admin fee / account holder | $983 | $13,326-92.6% | $9,451-89.6% | $13,397-92.7% |