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 | $8,229 | $110,257-92.5% | $96,544-91.5% | $139,434-94.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.0pp | 80.3%-6.4pp |
| Annual return | 28.12% | 26.32%+1.8pp | 25.84%+2.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $947 | $3,620-73.8% | $2,965-68.1% | $4,751-80.1% |
| Participant deferral / active EE | $2,252 | $5,548-59.4% | $4,851-53.6% | $6,710-66.4% |
| Admin fee / account holder | $766 | $11,591-93.4% | $8,252-90.7% | $11,403-93.3% |