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 | $10,040 | $117,841-91.5% | $102,423-90.2% | $145,922-93.1% |
| Participation rate | 94.7% | 78.6%+16.1pp | 76.5%+18.2pp | 80.3%+14.5pp |
| Annual return | 20.02% | 31.65%-11.6pp | 29.32%-9.3pp | 561.29%-541.3pp |
| Employer contribution / active EE | $2,912 | $3,615-19.4% | $3,023-3.7% | $4,660-37.5% |
| Participant deferral / active EE | $3,925 | $5,731-31.5% | $5,053-22.3% | $6,688-41.3% |
| Admin fee / account holder | $784 | $13,326-94.1% | $9,451-91.7% | $13,397-94.1% |