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 6-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 | $6,349 | $99,921-93.6% | $85,009-92.5% | $145,959-95.6% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 14.26% | 83.89%-69.6pp | 66.47%-52.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,073 | $3,233-66.8% | $2,728-60.7% | $4,661-77.0% |
| Participant deferral / active EE | $1,817 | $5,293-65.7% | $4,522-59.8% | $6,689-72.8% |
| Admin fee / account holder | $355 | $7,252-95.1% | $6,153-94.2% | $13,398-97.4% |