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 | $12,196 | $80,812-84.9% | $160,784-92.4% | $82,448-85.2% |
| Participation rate | 71.4% | 66.2%+5.2pp | 77.0%-5.5pp | 68.1%+3.4pp |
| Annual return | 16.95% | 100.59%-83.6pp | 1803.92%-1787.0pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,499 | $2,174-31.0% | $3,733-59.8% | $2,551-41.2% |
| Participant deferral / active EE | $1,911 | $4,335-55.9% | $6,293-69.6% | $4,139-53.8% |
| Admin fee / account holder | $4,987 | $7,695-35.2% | $9,717-48.7% | $7,234-31.1% |