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 | $9,470 | $111,724-91.5% | $93,606-89.9% | $145,922-93.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 15.19% | 202.98%-187.8pp | 133.20%-118.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $953 | $3,090-69.1% | $2,420-60.6% | $4,660-79.5% |
| Participant deferral / active EE | $2,503 | $4,912-49.0% | $4,411-43.3% | $6,688-62.6% |
| Admin fee / account holder | $328 | $10,250-96.8% | $8,285-96.0% | $13,397-97.6% |