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 7-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 | $7,221 | $189,613-96.2% | $167,512-95.7% | $142,382-94.9% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.1%+13.9pp | 80.1%+10.8pp |
| Annual return | 21.23% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,735 | $4,349-60.1% | $3,882-55.3% | $4,299-59.6% |
| Participant deferral / active EE | $2,043 | $6,981-70.7% | $6,405-68.1% | $6,507-68.6% |
| Admin fee / account holder | $570 | $10,528-94.6% | $9,769-94.2% | $12,624-95.5% |