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 | $13,836 | $110,257-87.5% | $96,544-85.7% | $139,434-90.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 17.36% | 26.32%-9.0pp | 25.84%-8.5pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,108 | $3,620-41.8% | $2,965-28.9% | $4,751-55.6% |
| Participant deferral / active EE | $5,252 | $5,548-5.3% | $4,851+8.3% | $6,710-21.7% |
| Admin fee / account holder | $553 | $11,591-95.2% | $8,252-93.3% | $11,403-95.1% |