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 | $4,524 | $69,207-93.5% | $64,056-92.9% | $139,434-96.8% |
| Participation rate | 81.0% | 75.6%+5.4pp | 72.3%+8.6pp | 80.3%+0.6pp |
| Annual return | 31.58% | 45.88%-14.3pp | 33.69%-2.1pp | 372.94%-341.4pp |
| Employer contribution / active EE | $937 | $3,182-70.6% | $2,747-65.9% | $4,751-80.3% |
| Participant deferral / active EE | $1,129 | $4,682-75.9% | $3,880-70.9% | $6,710-83.2% |
| Admin fee / account holder | $479 | $4,244-88.7% | $3,068-84.4% | $11,403-95.8% |