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 | $13,476 | $148,534-90.9% | $135,903-90.1% | $139,434-90.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 82.36% | 79.19%+3.2pp | 68.23%+14.1pp | 372.94%-290.6pp |
| Employer contribution / active EE | $1,964 | $5,243-62.5% | $4,856-59.6% | $4,751-58.7% |
| Participant deferral / active EE | $4,606 | $8,100-43.1% | $7,758-40.6% | $6,710-31.4% |
| Admin fee / account holder | $646 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |