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 | $4,990 | $96,635-94.8% | $86,612-94.2% | $139,434-96.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 14.62% | 106.41%-91.8pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $492 | $3,263-84.9% | $3,022-83.7% | $4,751-89.6% |
| Participant deferral / active EE | $2,385 | $4,836-50.7% | $4,438-46.3% | $6,710-64.5% |
| Admin fee / account holder | $3,314 | $6,408-48.3% | $5,614-41.0% | $11,403-70.9% |