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 | $10,846 | $46,674-76.8% | $117,472-90.8% | $68,494-84.2% |
| Participation rate | 94.4% | 56.8%+37.7pp | 70.6%+23.9pp | 67.9%+26.6pp |
| Annual return | 46.06% | -14.52%+60.6pp | 29.74%+16.3pp | -7.84%+53.9pp |
| Employer contribution / active EE | $2,714 | $1,505+80.4% | $4,176-35.0% | $2,596+4.5% |
| Participant deferral / active EE | $5,608 | $2,636+112.7% | $4,070+37.8% | $4,027+39.2% |
| Admin fee / account holder | $3,201 | $4,020-20.4% | $5,645-43.3% | $5,403-40.7% |