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 | $17,688 | $87,013-79.7% | $106,213-83.3% | $80,856-78.1% |
| Participation rate | 74.2% | 70.4%+3.8pp | 75.3%-1.1pp | 67.6%+6.6pp |
| Annual return | 13.03% | 17.05%-4.0pp | 116.14%-103.1pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,845 | $2,395-23.0% | $3,171-41.8% | $2,755-33.0% |
| Participant deferral / active EE | $3,620 | $3,986-9.2% | $5,016-27.8% | $4,296-15.7% |
| Admin fee / account holder | $1,024 | $8,431-87.9% | $11,033-90.7% | $6,918-85.2% |