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 | $4,382 | $99,877-95.6% | $84,966-94.8% | $145,922-97.0% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 14.88% | 83.76%-68.9pp | 66.38%-51.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,087 | $3,231-66.4% | $2,727-60.1% | $4,660-76.7% |
| Participant deferral / active EE | $1,087 | $5,291-79.5% | $4,519-76.0% | $6,688-83.7% |
| Admin fee / account holder | $1,199 | $7,248-83.5% | $6,149-80.5% | $13,397-91.0% |