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 | $22,028 | $179,726-87.7% | $156,263-85.9% | $142,382-84.5% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.9%+10.0pp | 80.1%+8.8pp |
| Annual return | 20.53% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,971 | $5,069-61.1% | $4,333-54.5% | $4,299-54.2% |
| Participant deferral / active EE | $4,321 | $6,956-37.9% | $6,158-29.8% | $6,507-33.6% |
| Admin fee / account holder | $1,488 | $17,272-91.4% | $14,255-89.6% | $12,624-88.2% |