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 | $9,129 | $94,031-90.3% | $115,768-92.1% | $82,448-88.9% |
| Participation rate | 79.7% | 70.4%+9.2pp | 74.4%+5.3pp | 68.1%+11.6pp |
| Annual return | 20.65% | 20.61%0pp | 100.46%-79.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,099 | $2,323-52.7% | $2,940-62.6% | $2,551-56.9% |
| Participant deferral / active EE | $2,144 | $3,972-46.0% | $4,917-56.4% | $4,139-48.2% |
| Admin fee / account holder | $554 | $10,249-94.6% | $12,439-95.5% | $7,234-92.3% |