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 | $5,512 | $102,604-94.6% | $86,188-93.6% | $139,434-96.0% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 23.78% | 1922.51%-1898.7pp | 1168.45%-1144.7pp | 372.94%-349.2pp |
| Employer contribution / active EE | $932 | $3,032-69.3% | $2,380-60.8% | $4,751-80.4% |
| Participant deferral / active EE | $2,764 | $4,676-40.9% | $3,985-30.7% | $6,710-58.8% |
| Admin fee / account holder | $576 | $8,657-93.3% | $6,852-91.6% | $11,403-94.9% |