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 7-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 | $15,666 | $80,731-80.6% | $103,374-84.8% | $74,546-79.0% |
| Participation rate | 87.5% | 65.7%+21.8pp | 74.5%+13.0pp | 67.2%+20.3pp |
| Annual return | 15.51% | 27.56%-12.1pp | 24.89%-9.4pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,158 | $3,1580% | $3,869-18.4% | $2,624+20.3% |
| Participant deferral / active EE | $4,465 | $3,860+15.7% | $5,058-11.7% | $4,347+2.7% |
| Admin fee / account holder | $1,240 | $2,369-47.7% | $8,394-85.2% | $1,944-36.2% |