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 | $11,890 | $74,927-84.1% | $101,794-88.3% | $84,808-86.0% |
| Participation rate | 85.7% | 61.4%+24.3pp | 69.2%+16.5pp | 68.3%+17.4pp |
| Annual return | 22.12% | 18.70%+3.4pp | 30.53%-8.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,811 | $1,522+19.0% | $2,289-20.9% | $2,631-31.2% |
| Participant deferral / active EE | $2,007 | $3,099-35.2% | $4,084-50.8% | $4,212-52.3% |
| Admin fee / account holder | $1,804 | $6,514-72.3% | $8,777-79.4% | $7,344-75.4% |