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 3-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 | $7,812 | $189,613-95.9% | $167,512-95.3% | $142,382-94.5% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 38.12% | 2024.68%-1986.6pp | 1615.79%-1577.7pp | 217.08%-179.0pp |
| Employer contribution / active EE | $1,675 | $4,349-61.5% | $3,882-56.8% | $4,299-61.0% |
| Participant deferral / active EE | $1,813 | $6,981-74.0% | $6,405-71.7% | $6,507-72.1% |
| Admin fee / account holder | $1,302 | $10,528-87.6% | $9,769-86.7% | $12,624-89.7% |