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 | $10,756 | $105,126-89.8% | $94,646-88.6% | $139,434-92.3% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 27.43% | 38.03%-10.6pp | 156.71%-129.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,710 | $4,106-34.0% | $3,672-26.2% | $4,751-43.0% |
| Participant deferral / active EE | $4,864 | $7,599-36.0% | $7,418-34.4% | $6,710-27.5% |
| Admin fee / account holder | $652 | $8,984-92.7% | $7,231-91.0% | $11,403-94.3% |