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 | $14,818 | $106,749-86.1% | $145,433-89.8% | $82,448-82.0% |
| Participation rate | 72.4% | 75.6%-3.2pp | 82.1%-9.7pp | 68.1%+4.3pp |
| Annual return | 23.24% | 27.59%-4.3pp | 66.58%-43.3pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,359 | $3,444-60.6% | $4,554-70.2% | $2,551-46.7% |
| Participant deferral / active EE | $2,489 | $6,519-61.8% | $7,897-68.5% | $4,139-39.9% |
| Admin fee / account holder | $1,699 | $8,390-79.7% | $13,129-87.1% | $7,234-76.5% |