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 | $7,260 | $105,998-93.2% | $92,233-92.1% | $147,584-95.1% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 21.32% | 50.05%-28.7pp | 176.28%-155.0pp | 578.55%-557.2pp |
| Employer contribution / active EE | $1,172 | $4,333-72.9% | $3,679-68.1% | $4,876-76.0% |
| Participant deferral / active EE | $1,915 | $4,478-57.2% | $3,897-50.9% | $5,439-64.8% |
| Admin fee / account holder | $433 | $6,332-93.2% | $5,194-91.7% | $10,885-96.0% |