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 | $7,534 | $83,902-91.0% | $167,512-95.5% | $84,808-91.1% |
| Participation rate | 88.2% | 66.5%+21.8pp | 77.1%+11.2pp | 68.3%+19.9pp |
| Annual return | 20.37% | 91.55%-71.2pp | 1615.79%-1595.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,343 | $2,264-40.7% | $3,882-65.4% | $2,631-49.0% |
| Participant deferral / active EE | $1,749 | $4,442-60.6% | $6,405-72.7% | $4,212-58.5% |
| Admin fee / account holder | $339 | $7,915-95.7% | $9,769-96.5% | $7,344-95.4% |