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 | $14,100 | $65,561-78.5% | $86,188-83.6% | $75,163-81.2% |
| Participation rate | 97.3% | 60.5%+36.8pp | 69.0%+28.3pp | 67.2%+30.1pp |
| Annual return | 22.53% | 46.05%-23.5pp | 1168.45%-1145.9pp | 160.62%-138.1pp |
| Employer contribution / active EE | $3,830 | $1,553+146.7% | $2,380+60.9% | $2,670+43.5% |
| Participant deferral / active EE | $3,178 | $3,024+5.1% | $3,985-20.3% | $4,125-23.0% |
| Admin fee / account holder | $1,620 | $5,474-70.4% | $6,852-76.3% | $5,651-71.3% |