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 | $15,627 | $159,901-90.2% | $146,958-89.4% | $145,922-89.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.13% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,879 | $5,286-64.5% | $4,933-61.9% | $4,660-59.7% |
| Participant deferral / active EE | $5,734 | $8,428-32.0% | $8,070-28.9% | $6,688-14.3% |
| Admin fee / account holder | $3,229 | $15,044-78.5% | $12,998-75.2% | $13,397-75.9% |