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 | $15,596 | $79,171-80.3% | $102,423-84.8% | $74,495-79.1% |
| Participation rate | 87.7% | 74.8%+12.9pp | 76.5%+11.2pp | 67.2%+20.5pp |
| Annual return | 19.48% | 54.93%-35.5pp | 29.32%-9.8pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $1,809 | $2,362-23.4% | $3,023-40.2% | $2,623-31.0% |
| Participant deferral / active EE | $3,092 | $4,415-30.0% | $5,053-38.8% | $4,346-28.9% |
| Admin fee / account holder | $2,563 | $2,001+28.1% | $9,451-72.9% | $1,942+32.0% |