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 | $6,549 | $189,613-96.5% | $167,512-96.1% | $142,382-95.4% |
| Participation rate | 88.9% | 80.1%+8.8pp | 77.1%+11.8pp | 80.1%+8.8pp |
| Annual return | 37.74% | 2024.68%-1986.9pp | 1615.79%-1578.1pp | 217.08%-179.3pp |
| Employer contribution / active EE | $2,436 | $4,349-44.0% | $3,882-37.3% | $4,299-43.3% |
| Participant deferral / active EE | $1,477 | $6,981-78.9% | $6,405-76.9% | $6,507-77.3% |
| Admin fee / account holder | $308 | $10,528-97.1% | $9,769-96.9% | $12,624-97.6% |