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 3-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 | $4,143 | $57,831-92.8% | $82,389-95.0% | $85,563-95.2% |
| Participation rate | 91.7% | 55.0%+36.7pp | 69.5%+22.1pp | 66.0%+25.7pp |
| Annual return | 160.34% | 17.86%+142.5pp | 28.67%+131.7pp | 31.51%+128.8pp |
| Employer contribution / active EE | $799 | $1,643-51.4% | $2,517-68.3% | $2,654-69.9% |
| Participant deferral / active EE | $1,064 | $3,118-65.9% | $4,155-74.4% | $4,375-75.7% |
| Admin fee / account holder | $319 | $1,391-77.1% | $7,231-95.6% | $834-61.8% |