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 3-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 | $4,249 | $58,208-92.7% | $81,812-94.8% | $80,856-94.7% |
| Participation rate | 97.4% | 63.4%+34.0pp | 72.3%+25.0pp | 67.6%+29.7pp |
| Annual return | 16.47% | 41.66%-25.2pp | 773.79%-757.3pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,173 | $2,340-49.9% | $2,912-59.7% | $2,755-57.4% |
| Participant deferral / active EE | $804 | $3,281-75.5% | $4,319-81.4% | $4,296-81.3% |
| Admin fee / account holder | $404 | $4,981-91.9% | $7,386-94.5% | $6,918-94.2% |