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 | $4,925 | $158,398-96.9% | $126,539-96.1% | $142,382-96.5% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 10.63% | 593.76%-583.1pp | 425.95%-415.3pp | 217.08%-206.4pp |
| Employer contribution / active EE | $430 | $4,650-90.8% | $3,674-88.3% | $4,299-90.0% |
| Participant deferral / active EE | $1,417 | $4,767-70.3% | $4,083-65.3% | $6,507-78.2% |
| Admin fee / account holder | $506 | $6,918-92.7% | $6,065-91.7% | $12,624-96.0% |