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 | $2,814 | $117,841-97.6% | $102,423-97.3% | $145,922-98.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.89% | 31.65%-13.8pp | 29.32%-11.4pp | 561.29%-543.4pp |
| Employer contribution / active EE | $2,165 | $3,615-40.1% | $3,023-28.4% | $4,660-53.5% |
| Participant deferral / active EE | $2,447 | $5,731-57.3% | $5,053-51.6% | $6,688-63.4% |
| Admin fee / account holder | $53,718 | $13,326+303.1% | $9,451+468.4% | $13,397+301.0% |