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 | $12,012 | $161,352-92.6% | $134,172-91.0% | $137,256-91.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 72.5%+15.0pp | 80.0%+7.5pp |
| Annual return | 12.65% | 28.72%-16.1pp | 25.30%-12.6pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,431 | $4,099-65.1% | $3,420-58.2% | $4,156-65.6% |
| Participant deferral / active EE | $1,687 | $5,552-69.6% | $4,690-64.0% | $6,407-73.7% |
| Admin fee / account holder | $2,395 | $15,028-84.1% | $12,016-80.1% | $12,270-80.5% |