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 8-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 | $17,180 | $106,890-83.9% | $84,015-79.6% | $152,861-88.8% |
| Participation rate | 89.5% | 75.2%+14.2pp | 69.0%+20.5pp | 82.4%+7.0pp |
| Annual return | 594.32% | 104.99%+489.3pp | 71.31%+523.0pp | 345.32%+249.0pp |
| Employer contribution / active EE | $691 | $2,734-74.7% | $1,983-65.2% | $4,762-85.5% |
| Participant deferral / active EE | $2,021 | $4,011-49.6% | $3,239-37.6% | $5,850-65.4% |
| Admin fee / account holder | $427 | $8,285-94.8% | $6,101-93.0% | $11,596-96.3% |