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 | $19,419 | $102,317-81.0% | $146,958-86.8% | $80,856-76.0% |
| Participation rate | 97.0% | 75.8%+21.1pp | 82.2%+14.8pp | 67.6%+29.3pp |
| Annual return | 19.93% | 134.76%-114.8pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $2,527 | $3,713-32.0% | $4,933-48.8% | $2,755-8.3% |
| Participant deferral / active EE | $6,628 | $6,644-0.2% | $8,070-17.9% | $4,296+54.3% |
| Admin fee / account holder | $579 | $7,941-92.7% | $12,998-95.5% | $6,918-91.6% |