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 | $18,268 | $102,317-82.1% | $146,958-87.6% | $80,856-77.4% |
| Participation rate | 80.8% | 75.8%+4.9pp | 82.2%-1.4pp | 67.6%+13.1pp |
| Annual return | 18.00% | 134.76%-116.8pp | 418.34%-400.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,965 | $3,713-47.1% | $4,933-60.2% | $2,755-28.7% |
| Participant deferral / active EE | $4,843 | $6,644-27.1% | $8,070-40.0% | $4,296+12.7% |
| Admin fee / account holder | $490 | $7,941-93.8% | $12,998-96.2% | $6,918-92.9% |