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 | $8,358 | $81,248-89.7% | $155,509-94.6% | $80,856-89.7% |
| Participation rate | 92.9% | 66.2%+26.6pp | 78.2%+14.7pp | 67.6%+25.2pp |
| Annual return | 11.92% | 33.31%-21.4pp | 64.67%-52.8pp | 35.59%-23.7pp |
| Employer contribution / active EE | $902 | $3,100-70.9% | $4,672-80.7% | $2,755-67.3% |
| Participant deferral / active EE | $2,010 | $3,452-41.8% | $5,626-64.3% | $4,296-53.2% |
| Admin fee / account holder | $675 | $7,997-91.6% | $15,912-95.8% | $6,918-90.2% |