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 | $8,877 | $117,841-92.5% | $102,423-91.3% | $145,922-93.9% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 11.61% | 31.65%-20.0pp | 29.32%-17.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,418 | $3,615-60.8% | $3,023-53.1% | $4,660-69.6% |
| Participant deferral / active EE | $1,907 | $5,731-66.7% | $5,053-62.3% | $6,688-71.5% |
| Admin fee / account holder | $728 | $13,326-94.5% | $9,451-92.3% | $13,397-94.6% |