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 | $8,695 | $105,181-91.7% | $159,436-94.5% | $85,850-89.9% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.8%+14.5pp | 69.3%+28.1pp |
| Annual return | 0.00% | 45.07%-45.1pp | 263.57%-263.6pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,986 | $3,318-40.2% | $4,829-58.9% | $2,565-22.6% |
| Participant deferral / active EE | $7,714 | $5,945+29.8% | $7,352+4.9% | $3,952+95.2% |
| Admin fee / account holder | $424 | $6,933-93.9% | $10,799-96.1% | $6,260-93.2% |