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 | $15,625 | $96,484-83.8% | $156,263-90.0% | $74,304-79.0% |
| Participation rate | 79.8% | 67.7%+12.2pp | 78.9%+0.9pp | 60.3%+19.5pp |
| Annual return | 25.87% | 17.73%+8.1pp | 59.47%-33.6pp | 29.43%-3.6pp |
| Employer contribution / active EE | $1,226 | $2,528-51.5% | $4,333-71.7% | $2,241-45.3% |
| Participant deferral / active EE | $2,351 | $4,286-45.2% | $6,158-61.8% | $3,767-37.6% |
| Admin fee / account holder | $1,175 | $3,728-68.5% | $14,255-91.8% | $2,969-60.4% |