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 | $6,306 | $60,892-89.6% | $82,389-92.3% | $84,808-92.6% |
| Participation rate | 88.6% | 63.3%+25.3pp | 69.5%+19.0pp | 68.3%+20.3pp |
| Annual return | 119.18% | 37.29%+81.9pp | 28.67%+90.5pp | 40.90%+78.3pp |
| Employer contribution / active EE | $681 | $1,779-61.7% | $2,517-73.0% | $2,631-74.1% |
| Participant deferral / active EE | $1,483 | $3,179-53.3% | $4,155-64.3% | $4,212-64.8% |
| Admin fee / account holder | $1,317 | $5,467-75.9% | $7,231-81.8% | $7,344-82.1% |