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 | $8,860 | $44,850-80.2% | $60,547-85.4% | $59,632-85.1% |
| Participation rate | 85.4% | 59.5%+25.9pp | 68.0%+17.5pp | 68.7%+16.7pp |
| Annual return | 12.23% | 1074.14%-1061.9pp | 335.64%-323.4pp | 2041.28%-2029.1pp |
| Employer contribution / active EE | $2,085 | $1,462+42.6% | $2,419-13.8% | $2,203-5.3% |
| Participant deferral / active EE | $3,102 | $2,230+39.1% | $3,328-6.8% | $3,192-2.8% |
| Admin fee / account holder | $671 | $3,635-81.5% | $4,536-85.2% | $4,297-84.4% |