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 | $8,350 | $81,460-89.8% | $103,333-91.9% | $80,856-89.7% |
| Participation rate | 74.4% | 66.8%+7.6pp | 74.5%-0.1pp | 67.6%+6.8pp |
| Annual return | 25.16% | 25.55%-0.4pp | 24.88%+0.3pp | 35.59%-10.4pp |
| Employer contribution / active EE | $1,497 | $3,105-51.8% | $3,868-61.3% | $2,755-45.7% |
| Participant deferral / active EE | $2,216 | $3,869-42.7% | $5,057-56.2% | $4,296-48.4% |
| Admin fee / account holder | $721 | $6,566-89.0% | $8,355-91.4% | $6,918-89.6% |