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 7-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 | $13,657 | $70,587-80.7% | $124,672-89.0% | $85,850-84.1% |
| Participation rate | 85.7% | 64.4%+21.3pp | 74.6%+11.1pp | 69.3%+16.4pp |
| Annual return | 17.32% | 20688.83%-20671.5pp | 5142.93%-5125.6pp | 318.53%-301.2pp |
| Employer contribution / active EE | $929 | $1,913-51.4% | $3,324-72.0% | $2,565-63.8% |
| Participant deferral / active EE | $1,947 | $2,969-34.4% | $4,614-57.8% | $3,952-50.7% |
| Admin fee / account holder | $496 | $5,282-90.6% | $7,493-93.4% | $6,260-92.1% |