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 3-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 | $18,186 | $84,487-78.5% | $125,339-85.5% | $66,914-72.8% |
| Participation rate | 97.0% | 76.4%+20.6pp | 82.4%+14.6pp | 69.8%+27.2pp |
| Annual return | 10.95% | -8.39%+19.3pp | 572.05%-561.1pp | 1.58%+9.4pp |
| Employer contribution / active EE | $2,798 | $3,553-21.2% | $4,814-41.9% | $2,544+10.0% |
| Participant deferral / active EE | $5,425 | $6,781-20.0% | $7,446-27.1% | $4,237+28.1% |
| Admin fee / account holder | $4,232 | $685+517.8% | $10,010-57.7% | $593+613.4% |