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 | $12,505 | $154,365-91.9% | $130,231-90.4% | $139,434-91.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.3%+23.7pp | 80.3%+19.7pp |
| Annual return | 149.19% | 30.34%+118.9pp | 38.77%+110.4pp | 372.94%-223.8pp |
| Employer contribution / active EE | $4,086 | $5,170-21.0% | $4,126-1.0% | $4,751-14.0% |
| Participant deferral / active EE | $18,587 | $8,498+118.7% | $6,799+173.4% | $6,710+177.0% |
| Admin fee / account holder | $1,491 | $9,214-83.8% | $6,020-75.2% | $11,403-86.9% |