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 | $5,536 | $77,899-92.9% | $149,673-96.3% | $75,163-92.6% |
| Participation rate | 88.5% | 65.6%+22.9pp | 78.8%+9.7pp | 67.2%+21.3pp |
| Annual return | 49.81% | 31.72%+18.1pp | 134.42%-84.6pp | 160.62%-110.8pp |
| Employer contribution / active EE | $829 | $3,137-73.6% | $4,818-82.8% | $2,670-69.0% |
| Participant deferral / active EE | $1,683 | $3,411-50.7% | $5,680-70.4% | $4,125-59.2% |
| Admin fee / account holder | $542 | $5,956-90.9% | $13,210-95.9% | $5,651-90.4% |