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 | $6,527 | $99,877-93.5% | $84,966-92.3% | $145,922-95.5% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.8pp |
| Annual return | 19.63% | 83.76%-64.1pp | 66.38%-46.8pp | 561.29%-541.7pp |
| Employer contribution / active EE | $539 | $3,231-83.3% | $2,727-80.2% | $4,660-88.4% |
| Participant deferral / active EE | $1,030 | $5,291-80.5% | $4,519-77.2% | $6,688-84.6% |
| Admin fee / account holder | $799 | $7,248-89.0% | $6,149-87.0% | $13,397-94.0% |