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 3-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 | $7,998 | $83,902-90.5% | $167,512-95.2% | $84,808-90.6% |
| Participation rate | 93.5% | 66.5%+27.1pp | 77.1%+16.5pp | 68.3%+25.2pp |
| Annual return | 29.33% | 91.55%-62.2pp | 1615.79%-1586.5pp | 40.90%-11.6pp |
| Employer contribution / active EE | $1,343 | $2,264-40.7% | $3,882-65.4% | $2,631-49.0% |
| Participant deferral / active EE | $3,404 | $4,442-23.4% | $6,405-46.8% | $4,212-19.2% |
| Admin fee / account holder | $1,633 | $7,915-79.4% | $9,769-83.3% | $7,344-77.8% |