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 | $8,131 | $87,013-90.7% | $106,213-92.3% | $80,856-89.9% |
| Participation rate | 87.9% | 70.4%+17.4pp | 75.3%+12.6pp | 67.6%+20.2pp |
| Annual return | 18.67% | 17.05%+1.6pp | 116.14%-97.5pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,581 | $2,395-34.0% | $3,171-50.2% | $2,755-42.6% |
| Participant deferral / active EE | $2,387 | $3,986-40.1% | $5,016-52.4% | $4,296-44.4% |
| Admin fee / account holder | $339 | $8,431-96.0% | $11,033-96.9% | $6,918-95.1% |