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 | $3,277 | $109,982-97.0% | $97,226-96.6% | $145,922-97.8% |
| Participation rate | 94.1% | 75.9%+18.2pp | 72.7%+21.4pp | 80.3%+13.8pp |
| Annual return | 15.40% | 242.90%-227.5pp | 75.13%-59.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $996 | $3,084-67.7% | $2,729-63.5% | $4,660-78.6% |
| Participant deferral / active EE | $1,752 | $4,676-62.5% | $4,264-58.9% | $6,688-73.8% |
| Admin fee / account holder | $565 | $6,221-90.9% | $5,654-90.0% | $13,397-95.8% |