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 | $10,785 | $84,556-87.2% | $116,228-90.7% | $74,304-85.5% |
| Participation rate | 90.9% | 66.0%+24.9pp | 74.6%+16.4pp | 60.3%+30.6pp |
| Annual return | 15.83% | 18.35%-2.5pp | 90.06%-74.2pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,623 | $2,168-25.1% | $2,994-45.8% | $2,241-27.6% |
| Participant deferral / active EE | $2,077 | $3,814-45.6% | $4,953-58.1% | $3,767-44.9% |
| Admin fee / account holder | $3,098 | $3,792-18.3% | $11,989-74.2% | $2,969+4.3% |