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 5-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 | $2,353 | $57,281-95.9% | $86,612-97.3% | $75,163-96.9% |
| Participation rate | 97.0% | 63.2%+33.8pp | 71.7%+25.3pp | 67.2%+29.8pp |
| Annual return | 79.92% | 2670.75%-2590.8pp | 591.07%-511.1pp | 160.62%-80.7pp |
| Employer contribution / active EE | $1,525 | $2,314-34.1% | $3,022-49.6% | $2,670-42.9% |
| Participant deferral / active EE | $1,639 | $3,318-50.6% | $4,438-63.1% | $4,125-60.3% |
| Admin fee / account holder | $678 | $4,112-83.5% | $5,614-87.9% | $5,651-88.0% |