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 | $8,999 | $111,724-91.9% | $93,606-90.4% | $145,922-93.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.30% | 202.98%-189.7pp | 133.20%-119.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,803 | $3,090-41.7% | $2,420-25.5% | $4,660-61.3% |
| Participant deferral / active EE | $5,991 | $4,912+22.0% | $4,411+35.8% | $6,688-10.4% |
| Admin fee / account holder | $404 | $10,250-96.1% | $8,285-95.1% | $13,397-97.0% |