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 6-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 | $7,305 | $57,281-87.2% | $86,612-91.6% | $75,163-90.3% |
| Participation rate | 93.5% | 63.2%+30.3pp | 71.7%+21.8pp | 67.2%+26.3pp |
| Annual return | 20.50% | 2670.75%-2650.3pp | 591.07%-570.6pp | 160.62%-140.1pp |
| Employer contribution / active EE | $1,609 | $2,314-30.5% | $3,022-46.8% | $2,670-39.7% |
| Participant deferral / active EE | $1,698 | $3,318-48.8% | $4,438-61.7% | $4,125-58.8% |
| Admin fee / account holder | $799 | $4,112-80.6% | $5,614-85.8% | $5,651-85.9% |