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 3-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 | $6,048 | $335,055-98.2% | $150,298-96.0% | - |
| Participation rate | 79.8% | 50.7%+29.1pp | 77.8%+2.0pp | - |
| Annual return | 30.36% | 11.52%+18.8pp | 62.79%-32.4pp | - |
| Employer contribution / active EE | $804 | $931-13.6% | $4,154-80.6% | - |
| Participant deferral / active EE | $1,626 | $1,801-9.7% | $5,453-70.2% | - |
| Admin fee / account holder | $1,025 | $66,580-98.5% | $14,116-92.7% | - |