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 | $17,665 | $102,317-82.7% | $146,958-88.0% | $80,856-78.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.99% | 134.76%-113.8pp | 418.34%-397.3pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,274 | $3,713-38.7% | $4,933-53.9% | $2,755-17.4% |
| Participant deferral / active EE | $6,530 | $6,644-1.7% | $8,070-19.1% | $4,296+52.0% |
| Admin fee / account holder | $359 | $7,941-95.5% | $12,998-97.2% | $6,918-94.8% |