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 5-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 | $8,920 | $88,672-89.9% | $105,223-91.5% | $82,448-89.2% |
| Participation rate | 96.6% | 67.9%+28.6pp | 75.0%+21.5pp | 68.1%+28.5pp |
| Annual return | 20.17% | 30.86%-10.7pp | 180.65%-160.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,025 | $3,048-33.6% | $3,689-45.1% | $2,551-20.6% |
| Participant deferral / active EE | $2,488 | $4,036-38.4% | $5,072-51.0% | $4,139-39.9% |
| Admin fee / account holder | $1,420 | $7,146-80.1% | $8,859-84.0% | $7,234-80.4% |