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 5-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 | $11,032 | $77,145-85.7% | $108,410-89.8% | $85,850-87.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.21% | 44.54%-31.3pp | 905.27%-892.1pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,373 | $2,379+41.8% | $3,558-5.2% | $2,565+31.5% |
| Participant deferral / active EE | $0 | $5,566-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $631 | $5,172-87.8% | $7,295-91.4% | $6,260-89.9% |