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 | $19,025 | $150,187-87.3% | $120,354-84.2% | $145,922-87.0% |
| Participation rate | 71.4% | 78.8%-7.3pp | 71.9%-0.5pp | 80.3%-8.8pp |
| Annual return | 30.34% | 154.07%-123.7pp | 107.15%-76.8pp | 561.29%-530.9pp |
| Employer contribution / active EE | $4,075 | $4,348-6.3% | $3,463+17.7% | $4,660-12.5% |
| Participant deferral / active EE | $7,090 | $6,173+14.9% | $4,991+42.1% | $6,688+6.0% |
| Admin fee / account holder | $2,884 | $12,207-76.4% | $9,423-69.4% | $13,397-78.5% |