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 | $8,096 | $148,534-94.5% | $135,903-94.0% | $139,434-94.2% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 29.61% | 79.19%-49.6pp | 68.23%-38.6pp | 372.94%-343.3pp |
| Employer contribution / active EE | $1,938 | $5,243-63.0% | $4,856-60.1% | $4,751-59.2% |
| Participant deferral / active EE | $2,788 | $8,100-65.6% | $7,758-64.1% | $6,710-58.4% |
| Admin fee / account holder | $777 | $12,400-93.7% | $10,762-92.8% | $11,403-93.2% |