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 | $8,904 | $117,983-92.5% | $101,794-91.3% | $142,382-93.7% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 17.26% | 36.92%-19.7pp | 30.53%-13.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,478 | $2,773-46.7% | $2,289-35.4% | $4,299-65.6% |
| Participant deferral / active EE | $2,239 | $4,714-52.5% | $4,084-45.2% | $6,507-65.6% |
| Admin fee / account holder | $758 | $10,433-92.7% | $8,777-91.4% | $12,624-94.0% |