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 | $7,772 | $68,719-88.7% | $91,541-91.5% | $84,808-90.8% |
| Participation rate | 93.6% | 64.5%+29.1pp | 69.8%+23.8pp | 68.3%+25.3pp |
| Annual return | 19.84% | 19.12%+0.7pp | 20.50%-0.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $928 | $1,920-51.7% | $2,505-62.9% | $2,631-64.7% |
| Participant deferral / active EE | $1,249 | $3,136-60.2% | $4,008-68.8% | $4,212-70.3% |
| Admin fee / account holder | $466 | $5,786-91.9% | $6,956-93.3% | $7,344-93.6% |