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 | $6,395 | $65,561-90.2% | $86,188-92.6% | $75,163-91.5% |
| Participation rate | 96.2% | 60.5%+35.7pp | 69.0%+27.2pp | 67.2%+29.0pp |
| Annual return | 29.36% | 46.05%-16.7pp | 1168.45%-1139.1pp | 160.62%-131.3pp |
| Employer contribution / active EE | $1,171 | $1,553-24.6% | $2,380-50.8% | $2,670-56.1% |
| Participant deferral / active EE | $2,158 | $3,024-28.6% | $3,985-45.9% | $4,125-47.7% |
| Admin fee / account holder | $303 | $5,474-94.5% | $6,852-95.6% | $5,651-94.6% |