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 | $24,130 | $86,929-72.2% | $102,423-76.4% | $80,856-70.2% |
| Participation rate | 94.3% | 72.4%+21.9pp | 76.5%+17.8pp | 67.6%+26.6pp |
| Annual return | 39.61% | 18.88%+20.7pp | 29.32%+10.3pp | 35.59%+4.0pp |
| Employer contribution / active EE | $4,017 | $2,369+69.5% | $3,023+32.9% | $2,755+45.8% |
| Participant deferral / active EE | $8,326 | $4,118+102.2% | $5,053+64.8% | $4,296+93.8% |
| Admin fee / account holder | $8,565 | $8,049+6.4% | $9,451-9.4% | $6,918+23.8% |