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 | $295,684-98.0% | $154,803-96.1% | - |
| Participation rate | 79.8% | 53.1%+26.7pp | 78.1%+1.7pp | - |
| Annual return | 30.36% | 11.49%+18.9pp | 58.88%-28.5pp | - |
| Employer contribution / active EE | $804 | $1,145-29.7% | $4,305-81.3% | - |
| Participant deferral / active EE | $1,626 | $2,052-20.7% | $5,540-70.6% | - |
| Admin fee / account holder | $1,025 | $60,072-98.3% | $14,329-92.8% | - |