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 | $10,576 | $117,983-91.0% | $101,794-89.6% | $142,382-92.6% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.2%+22.5pp | 80.1%+11.5pp |
| Annual return | 19.80% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $783 | $2,773-71.8% | $2,289-65.8% | $4,299-81.8% |
| Participant deferral / active EE | $2,237 | $4,714-52.5% | $4,084-45.2% | $6,507-65.6% |
| Admin fee / account holder | $568 | $10,433-94.6% | $8,777-93.5% | $12,624-95.5% |