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 | $14,832 | $159,602-90.7% | $150,045-90.1% | $142,382-89.6% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 21.43% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $994 | $4,961-80.0% | $4,693-78.8% | $4,299-76.9% |
| Participant deferral / active EE | $2,988 | $8,310-64.0% | $7,997-62.6% | $6,507-54.1% |
| Admin fee / account holder | $748 | $14,846-95.0% | $13,435-94.4% | $12,624-94.1% |