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 | $9,542 | $189,613-95.0% | $167,512-94.3% | $142,382-93.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 17.41% | 2024.68%-2007.3pp | 1615.79%-1598.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $4,207 | $4,349-3.3% | $3,882+8.4% | $4,299-2.1% |
| Participant deferral / active EE | $6,263 | $6,981-10.3% | $6,405-2.2% | $6,507-3.8% |
| Admin fee / account holder | $13,929 | $10,528+32.3% | $9,769+42.6% | $12,624+10.3% |