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 | $13,912 | $138,044-89.9% | $125,339-88.9% | $134,475-89.7% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -5.40% | 750.33%-755.7pp | 572.05%-577.5pp | 417.96%-423.4pp |
| Employer contribution / active EE | $2,335 | $5,243-55.5% | $4,814-51.5% | $4,740-50.7% |
| Participant deferral / active EE | $7,035 | $7,799-9.8% | $7,446-5.5% | $6,400+9.9% |
| Admin fee / account holder | $647 | $11,571-94.4% | $10,010-93.5% | $11,426-94.3% |