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 | $2,602 | $99,921-97.4% | $85,009-96.9% | $145,959-98.2% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 15.02% | 83.89%-68.9pp | 66.47%-51.5pp | 561.95%-546.9pp |
| Employer contribution / active EE | $988 | $3,233-69.4% | $2,728-63.8% | $4,661-78.8% |
| Participant deferral / active EE | $1,170 | $5,293-77.9% | $4,522-74.1% | $6,689-82.5% |
| Admin fee / account holder | $1,026 | $7,252-85.9% | $6,153-83.3% | $13,398-92.3% |