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 8-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 | $4,627 | $91,190-94.9% | $178,490-97.4% | $79,858-94.2% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.2pp | 69.6%+26.5pp |
| Annual return | 25.55% | 24.19%+1.4pp | 151.07%-125.5pp | 31.71%-6.2pp |
| Employer contribution / active EE | $1,134 | $3,256-65.2% | $5,011-77.4% | $2,471-54.1% |
| Participant deferral / active EE | $1,640 | $3,236-49.3% | $5,202-68.5% | $3,740-56.2% |
| Admin fee / account holder | $906 | $6,751-86.6% | $13,984-93.5% | $5,306-82.9% |