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 | $1,790 | $85,022-97.9% | $70,515-97.5% | $139,434-98.7% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 38.73% | 30.38%+8.3pp | 32.77%+6.0pp | 372.94%-334.2pp |
| Employer contribution / active EE | $719 | $3,909-81.6% | $2,973-75.8% | $4,751-84.9% |
| Participant deferral / active EE | $2,368 | $5,890-59.8% | $4,567-48.1% | $6,710-64.7% |
| Admin fee / account holder | $731 | $8,906-91.8% | $6,412-88.6% | $11,403-93.6% |