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 | $2,612 | $156,846-98.3% | $121,098-97.8% | $139,434-98.1% |
| Participation rate | 87.5% | 76.4%+11.1pp | 69.5%+18.0pp | 80.3%+7.2pp |
| Annual return | 17.04% | 1474.56%-1457.5pp | 985.75%-968.7pp | 372.94%-355.9pp |
| Employer contribution / active EE | $624 | $5,536-88.7% | $4,164-85.0% | $4,751-86.9% |
| Participant deferral / active EE | $786 | $4,844-83.8% | $4,080-80.7% | $6,710-88.3% |
| Admin fee / account holder | $1,297 | $6,946-81.3% | $5,644-77.0% | $11,403-88.6% |