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 | $4,838 | $49,915-90.3% | $154,803-96.9% | $74,304-93.5% |
| Participation rate | 83.2% | 54.0%+29.3pp | 78.1%+5.1pp | 60.3%+22.9pp |
| Annual return | 17.13% | 34.06%-16.9pp | 58.88%-41.8pp | 29.43%-12.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,125 | $2,255-5.7% | $5,540-61.6% | $3,767-43.6% |
| Admin fee / account holder | $561 | $2,189-74.4% | $14,329-96.1% | $2,969-81.1% |