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 6-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 | $10,560 | $65,561-83.9% | $86,188-87.7% | $75,163-86.0% |
| Participation rate | 86.2% | 60.5%+25.7pp | 69.0%+17.2pp | 67.2%+19.0pp |
| Annual return | 16.82% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,322 | $1,553-14.9% | $2,380-44.5% | $2,670-50.5% |
| Participant deferral / active EE | $2,516 | $3,024-16.8% | $3,985-36.9% | $4,125-39.0% |
| Admin fee / account holder | $1,955 | $5,474-64.3% | $6,852-71.5% | $5,651-65.4% |