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 | $9,931 | $111,754-91.1% | $103,333-90.4% | $145,922-93.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 17.65% | 24.77%-7.1pp | 24.88%-7.2pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,849 | $4,212-56.1% | $3,868-52.2% | $4,660-60.3% |
| Participant deferral / active EE | $3,809 | $5,619-32.2% | $5,057-24.7% | $6,688-43.0% |
| Admin fee / account holder | $2,332 | $9,750-76.1% | $8,355-72.1% | $13,397-82.6% |