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 | $16,796 | $150,197-88.8% | $120,368-86.0% | $145,959-88.5% |
| Participation rate | 94.1% | 78.8%+15.4pp | 71.9%+22.2pp | 80.3%+13.8pp |
| Annual return | 11.53% | 154.26%-142.7pp | 107.26%-95.7pp | 561.95%-550.4pp |
| Employer contribution / active EE | $1,938 | $4,350-55.5% | $3,465-44.1% | $4,661-58.4% |
| Participant deferral / active EE | $2,647 | $6,174-57.1% | $4,991-47.0% | $6,689-60.4% |
| Admin fee / account holder | $781 | $12,216-93.6% | $9,429-91.7% | $13,398-94.2% |