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 | $6,488 | $110,257-94.1% | $96,544-93.3% | $139,434-95.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 76.0%-6.0pp | 80.3%-10.3pp |
| Annual return | 72.14% | 26.32%+45.8pp | 25.84%+46.3pp | 372.94%-300.8pp |
| Employer contribution / active EE | $1,257 | $3,620-65.3% | $2,965-57.6% | $4,751-73.5% |
| Participant deferral / active EE | $2,292 | $5,548-58.7% | $4,851-52.7% | $6,710-65.8% |
| Admin fee / account holder | $830 | $11,591-92.8% | $8,252-89.9% | $11,403-92.7% |