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 | $9,330 | $81,248-88.5% | $155,509-94.0% | $80,856-88.5% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.3pp | 67.6%+13.8pp |
| Annual return | 15.81% | 33.31%-17.5pp | 64.67%-48.9pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,272 | $3,100-59.0% | $4,672-72.8% | $2,755-53.8% |
| Participant deferral / active EE | $2,741 | $3,452-20.6% | $5,626-51.3% | $4,296-36.2% |
| Admin fee / account holder | $2,752 | $7,997-65.6% | $15,912-82.7% | $6,918-60.2% |