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 | $7,356 | $111,535-93.4% | $105,223-93.0% | $137,256-94.6% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 13.00% | 237.85%-224.9pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,854 | $3,939-52.9% | $3,689-49.7% | $4,156-55.4% |
| Participant deferral / active EE | $2,023 | $5,500-63.2% | $5,072-60.1% | $6,407-68.4% |
| Admin fee / account holder | $2,476 | $9,721-74.5% | $8,859-72.1% | $12,270-79.8% |