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 | $3,785 | $96,305-96.1% | $80,569-95.3% | $139,434-97.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 28.24% | 1350.08%-1321.8pp | 935.43%-907.2pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,192 | $3,262-63.4% | $2,723-56.2% | $4,751-74.9% |
| Participant deferral / active EE | $1,608 | $5,232-69.3% | $4,447-63.8% | $6,710-76.0% |
| Admin fee / account holder | $838 | $6,599-87.3% | $5,377-84.4% | $11,403-92.7% |