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 | $7,027 | $111,754-93.7% | $103,333-93.2% | $145,922-95.2% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.1pp |
| Annual return | 45.07% | 24.77%+20.3pp | 24.88%+20.2pp | 561.29%-516.2pp |
| Employer contribution / active EE | $6,195 | $4,212+47.1% | $3,868+60.2% | $4,660+32.9% |
| Participant deferral / active EE | $2,059 | $5,619-63.3% | $5,057-59.3% | $6,688-69.2% |
| Admin fee / account holder | $411 | $9,750-95.8% | $8,355-95.1% | $13,397-96.9% |