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 | $49,915-83.2% | $154,803-94.6% | $74,304-88.7% |
| Participation rate | 95.1% | 54.0%+41.2pp | 78.1%+17.1pp | 60.3%+34.8pp |
| Annual return | 41.36% | 34.06%+7.3pp | 58.88%-17.5pp | 29.43%+11.9pp |
| Employer contribution / active EE | $1,671 | $1,611+3.7% | $4,305-61.2% | $2,241-25.4% |
| Participant deferral / active EE | $2,941 | $2,255+30.4% | $5,540-46.9% | $3,767-21.9% |
| Admin fee / account holder | $593 | $2,189-72.9% | $14,329-95.9% | $2,969-80.0% |