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 | $9,333 | $132,634-93.0% | $115,768-91.9% | $137,256-93.2% |
| Participation rate | 93.3% | 77.9%+15.5pp | 74.4%+18.9pp | 80.0%+13.4pp |
| Annual return | 21.84% | 160.70%-138.9pp | 100.46%-78.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $982 | $3,360-70.8% | $2,940-66.6% | $4,156-76.4% |
| Participant deferral / active EE | $2,639 | $5,619-53.0% | $4,917-46.3% | $6,407-58.8% |
| Admin fee / account holder | $1,611 | $15,028-89.3% | $12,439-87.1% | $12,270-86.9% |