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 | $10,639 | $126,574-91.6% | $106,213-90.0% | $145,922-92.7% |
| Participation rate | 81.0% | 77.6%+3.3pp | 75.3%+5.7pp | 80.3%+0.7pp |
| Annual return | 31.07% | 224.79%-193.7pp | 116.14%-85.1pp | 561.29%-530.2pp |
| Employer contribution / active EE | $2,312 | $3,730-38.0% | $3,171-27.1% | $4,660-50.4% |
| Participant deferral / active EE | $4,051 | $5,724-29.2% | $5,016-19.2% | $6,688-39.4% |
| Admin fee / account holder | $1,302 | $17,304-92.5% | $11,033-88.2% | $13,397-90.3% |