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 | $8,370 | $45,343-81.5% | $150,298-94.4% | $67,986-87.7% |
| Participation rate | 95.1% | 51.9%+43.3pp | 77.8%+17.4pp | 57.2%+37.9pp |
| Annual return | 41.36% | 33.28%+8.1pp | 62.79%-21.4pp | 31.67%+9.7pp |
| Employer contribution / active EE | $1,671 | $1,462+14.3% | $4,154-59.8% | $2,019-17.2% |
| Participant deferral / active EE | $2,941 | $2,055+43.1% | $5,453-46.1% | $3,358-12.4% |
| Admin fee / account holder | $593 | $2,250-73.7% | $14,116-95.8% | $3,203-81.5% |