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 | $12,328 | $100,923-87.8% | $150,045-91.8% | $74,304-83.4% |
| Participation rate | 77.9% | 70.1%+7.9pp | 82.3%-4.4pp | 60.3%+17.6pp |
| Annual return | 23.88% | 51.77%-27.9pp | 62.55%-38.7pp | 29.43%-5.5pp |
| Employer contribution / active EE | $1,838 | $3,463-46.9% | $4,693-60.8% | $2,241-18.0% |
| Participant deferral / active EE | $2,333 | $6,709-65.2% | $7,997-70.8% | $3,767-38.1% |
| Admin fee / account holder | $1,017 | $2,767-63.2% | $13,435-92.4% | $2,969-65.7% |