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 | $5,138 | $189,613-97.3% | $167,512-96.9% | $142,382-96.4% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 21.16% | 2024.68%-2003.5pp | 1615.79%-1594.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,135 | $4,349-73.9% | $3,882-70.8% | $4,299-73.6% |
| Participant deferral / active EE | $1,758 | $6,981-74.8% | $6,405-72.5% | $6,507-73.0% |
| Admin fee / account holder | $680 | $10,528-93.5% | $9,769-93.0% | $12,624-94.6% |