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 | $21,526 | $94,625-77.3% | $116,228-81.5% | $84,808-74.6% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.6%-1.2pp | 68.3%+5.0pp |
| Annual return | 18.34% | 20.40%-2.1pp | 90.06%-71.7pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,372 | $2,347-41.5% | $2,994-54.2% | $2,631-47.8% |
| Participant deferral / active EE | $2,996 | $3,972-24.6% | $4,953-39.5% | $4,212-28.9% |
| Admin fee / account holder | $616 | $10,091-93.9% | $11,989-94.9% | $7,344-91.6% |