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 | $16,077 | $117,841-86.4% | $102,423-84.3% | $145,922-89.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 209.64% | 31.65%+178.0pp | 29.32%+180.3pp | 561.29%-351.6pp |
| Employer contribution / active EE | $4,017 | $3,615+11.1% | $3,023+32.9% | $4,660-13.8% |
| Participant deferral / active EE | $11,667 | $5,731+103.6% | $5,053+130.9% | $6,688+74.4% |
| Admin fee / account holder | $2,378 | $13,326-82.2% | $9,451-74.8% | $13,397-82.3% |