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 5-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 | $22,830 | $102,317-77.7% | $146,958-84.5% | $80,856-71.8% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.9pp | 67.6%+4.7pp |
| Annual return | 13.68% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,090 | $3,713-16.8% | $4,933-37.4% | $2,755+12.2% |
| Participant deferral / active EE | $6,675 | $6,644+0.5% | $8,070-17.3% | $4,296+55.4% |
| Admin fee / account holder | $1,350 | $7,941-83.0% | $12,998-89.6% | $6,918-80.5% |