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 | $10,786 | $190,805-94.3% | $159,960-93.3% | $134,475-92.0% |
| Participation rate | 94.1% | 81.9%+12.2pp | 78.0%+16.2pp | 81.2%+12.9pp |
| Annual return | 3.12% | 552.23%-549.1pp | 408.60%-405.5pp | 417.96%-414.8pp |
| Employer contribution / active EE | $2,445 | $4,995-51.1% | $4,226-42.1% | $4,740-48.4% |
| Participant deferral / active EE | $4,307 | $6,923-37.8% | $6,182-30.3% | $6,400-32.7% |
| Admin fee / account holder | $791 | $10,471-92.4% | $8,698-90.9% | $11,426-93.1% |