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 | $8,212 | $51,576-84.1% | $129,207-93.6% | $80,856-89.8% |
| Participation rate | 89.1% | 57.0%+32.2pp | 69.6%+19.5pp | 67.6%+21.5pp |
| Annual return | 14.23% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,138 | $1,584-28.2% | $4,153-72.6% | $2,755-58.7% |
| Participant deferral / active EE | $2,111 | $2,669-20.9% | $4,168-49.3% | $4,296-50.9% |
| Admin fee / account holder | $479 | $4,305-88.9% | $7,715-93.8% | $6,918-93.1% |