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 5-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 | $8,347 | $189,613-95.6% | $167,512-95.0% | $142,382-94.1% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.1%+2.9pp | 80.1%-0.1pp |
| Annual return | 16.74% | 2024.68%-2007.9pp | 1615.79%-1599.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,023 | $4,349-53.5% | $3,882-47.9% | $4,299-52.9% |
| Participant deferral / active EE | $3,370 | $6,981-51.7% | $6,405-47.4% | $6,507-48.2% |
| Admin fee / account holder | $3,991 | $10,528-62.1% | $9,769-59.1% | $12,624-68.4% |