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 | $6,759 | $175,202-96.1% | $149,673-95.5% | $139,434-95.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 30.52% | 166.71%-136.2pp | 134.42%-103.9pp | 372.94%-342.4pp |
| Employer contribution / active EE | $1,513 | $5,474-72.4% | $4,818-68.6% | $4,751-68.1% |
| Participant deferral / active EE | $3,615 | $6,519-44.5% | $5,680-36.4% | $6,710-46.1% |
| Admin fee / account holder | $843 | $16,150-94.8% | $13,210-93.6% | $11,403-92.6% |