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 | $8,389 | $136,179-93.8% | $98,755-91.5% | $167,490-95.0% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 7.75% | 67.53%-59.8pp | 49.91%-42.2pp | 478.56%-470.8pp |
| Employer contribution / active EE | $1,769 | $2,631-32.8% | $2,067-14.4% | $4,837-63.4% |
| Participant deferral / active EE | $2,310 | $3,716-37.8% | $3,035-23.9% | $6,341-63.6% |
| Admin fee / account holder | $887 | $5,031-82.4% | $4,076-78.2% | $12,309-92.8% |