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 | $18,592 | $102,317-81.8% | $146,958-87.3% | $80,856-77.0% |
| Participation rate | 93.0% | 75.8%+17.2pp | 82.2%+10.9pp | 67.6%+25.4pp |
| Annual return | 17.14% | 134.76%-117.6pp | 418.34%-401.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,059 | $3,713-17.6% | $4,933-38.0% | $2,755+11.0% |
| Participant deferral / active EE | $8,536 | $6,644+28.5% | $8,070+5.8% | $4,296+98.7% |
| Admin fee / account holder | $3,721 | $7,941-53.1% | $12,998-71.4% | $6,918-46.2% |