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 | $1,322 | $29,660-95.5% | $56,411-97.7% | $80,856-98.4% |
| Participation rate | 75.9% | 41.6%+34.2pp | 52.5%+23.4pp | 67.6%+8.2pp |
| Annual return | 13.06% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $176 | $669-73.7% | $1,039-83.0% | $2,755-93.6% |
| Participant deferral / active EE | $345 | $1,226-71.8% | $1,952-82.3% | $4,296-92.0% |
| Admin fee / account holder | $374 | $2,428-84.6% | $2,829-86.8% | $6,918-94.6% |