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 5-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 | $10,374 | $83,902-87.6% | $167,512-93.8% | $84,808-87.8% |
| Participation rate | 87.8% | 66.5%+21.3pp | 77.1%+10.7pp | 68.3%+19.4pp |
| Annual return | 46.01% | 91.55%-45.5pp | 1615.79%-1569.8pp | 40.90%+5.1pp |
| Employer contribution / active EE | $2,411 | $2,264+6.5% | $3,882-37.9% | $2,631-8.4% |
| Participant deferral / active EE | $2,832 | $4,442-36.3% | $6,405-55.8% | $4,212-32.8% |
| Admin fee / account holder | $768 | $7,915-90.3% | $9,769-92.1% | $7,344-89.5% |