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 | $7,612 | $189,613-96.0% | $167,512-95.5% | $142,382-94.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 15.49% | 2024.68%-2009.2pp | 1615.79%-1600.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,365 | $4,349-68.6% | $3,882-64.8% | $4,299-68.3% |
| Participant deferral / active EE | $1,971 | $6,981-71.8% | $6,405-69.2% | $6,507-69.7% |
| Admin fee / account holder | $3,163 | $10,528-70.0% | $9,769-67.6% | $12,624-74.9% |