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 | $13,170 | $102,317-87.1% | $146,958-91.0% | $80,856-83.7% |
| Participation rate | 87.0% | 75.8%+11.1pp | 82.2%+4.8pp | 67.6%+19.3pp |
| Annual return | 20.35% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $2,663 | $3,713-28.3% | $4,933-46.0% | $2,755-3.3% |
| Participant deferral / active EE | $4,182 | $6,644-37.0% | $8,070-48.2% | $4,296-2.6% |
| Admin fee / account holder | $672 | $7,941-91.5% | $12,998-94.8% | $6,918-90.3% |