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 | $21,724 | $95,803-77.3% | $113,168-80.8% | $84,808-74.4% |
| Participation rate | 93.9% | 72.9%+21.1pp | 76.6%+17.4pp | 68.3%+25.6pp |
| Annual return | 20.06% | 25.00%-4.9pp | 24.27%-4.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,599 | $2,360-32.2% | $2,975-46.2% | $2,631-39.2% |
| Participant deferral / active EE | $5,021 | $4,242+18.4% | $5,107-1.7% | $4,212+19.2% |
| Admin fee / account holder | $1,025 | $8,989-88.6% | $12,068-91.5% | $7,344-86.0% |