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 | $2,930 | $112,729-97.4% | $98,716-97.0% | $137,256-97.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.3%+19.6pp | 80.0%+8.9pp |
| Annual return | 33.76% | 38.48%-4.7pp | 31.81%+1.9pp | 220.34%-186.6pp |
| Employer contribution / active EE | $1,923 | $2,725-29.4% | $2,279-15.6% | $4,156-53.7% |
| Participant deferral / active EE | $2,352 | $4,640-49.3% | $4,048-41.9% | $6,407-63.3% |
| Admin fee / account holder | $570 | $10,129-94.4% | $8,703-93.5% | $12,270-95.4% |