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 | $117,983-97.5% | $101,794-97.1% | $142,382-97.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 33.76% | 36.92%-3.2pp | 30.53%+3.2pp | 217.08%-183.3pp |
| Employer contribution / active EE | $1,923 | $2,773-30.6% | $2,289-16.0% | $4,299-55.3% |
| Participant deferral / active EE | $2,352 | $4,714-50.1% | $4,084-42.4% | $6,507-63.9% |
| Admin fee / account holder | $570 | $10,433-94.5% | $8,777-93.5% | $12,624-95.5% |