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 | $8,815 | $111,724-92.1% | $93,606-90.6% | $145,922-94.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 19.39% | 202.98%-183.6pp | 133.20%-113.8pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,073 | $3,090-32.9% | $2,420-14.3% | $4,660-55.5% |
| Participant deferral / active EE | $2,906 | $4,912-40.8% | $4,411-34.1% | $6,688-56.5% |
| Admin fee / account holder | $563 | $10,250-94.5% | $8,285-93.2% | $13,397-95.8% |