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 | $28,427 | $101,317-71.9% | $146,958-80.7% | $74,495-61.8% |
| Participation rate | 99.0% | 75.5%+23.5pp | 82.2%+16.9pp | 67.2%+31.8pp |
| Annual return | 15.67% | 8730.91%-8715.2pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $2,928 | $3,810-23.2% | $4,933-40.6% | $2,623+11.6% |
| Participant deferral / active EE | $5,356 | $7,303-26.7% | $8,070-33.6% | $4,346+23.2% |
| Admin fee / account holder | $1,421 | $1,739-18.3% | $12,998-89.1% | $1,942-26.8% |