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 | $13,039 | $60,323-78.4% | $81,812-84.1% | $74,495-82.5% |
| Participation rate | 71.9% | 62.9%+9.1pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 36.47% | 16.90%+19.6pp | 773.79%-737.3pp | 1364.94%-1328.5pp |
| Employer contribution / active EE | $1,737 | $2,620-33.7% | $2,912-40.4% | $2,623-33.8% |
| Participant deferral / active EE | $3,402 | $3,387+0.4% | $4,319-21.2% | $4,346-21.7% |
| Admin fee / account holder | $333 | $1,486-77.6% | $7,386-95.5% | $1,942-82.9% |