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 3-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 | $16,382 | $96,128-83.0% | $136,007-88.0% | $80,856-79.7% |
| Participation rate | 80.5% | 71.2%+9.3pp | 76.5%+4.1pp | 67.6%+12.9pp |
| Annual return | 42.21% | 28.71%+13.5pp | 579.32%-537.1pp | 35.59%+6.6pp |
| Employer contribution / active EE | $1,775 | $3,351-47.0% | $4,217-57.9% | $2,755-35.6% |
| Participant deferral / active EE | $4,338 | $5,709-24.0% | $7,025-38.2% | $4,296+1.0% |
| Admin fee / account holder | $1,552 | $8,236-81.2% | $6,858-77.4% | $6,918-77.6% |