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 | $19,955 | $109,881-81.8% | $150,045-86.7% | $84,808-76.5% |
| Participation rate | 94.9% | 76.1%+18.8pp | 82.3%+12.6pp | 68.3%+26.6pp |
| Annual return | 25.08% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.8pp |
| Employer contribution / active EE | $1,890 | $3,561-46.9% | $4,693-59.7% | $2,631-28.1% |
| Participant deferral / active EE | $4,086 | $6,636-38.4% | $7,997-48.9% | $4,212-3.0% |
| Admin fee / account holder | $1,494 | $8,568-82.6% | $13,435-88.9% | $7,344-79.7% |