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 | $3,200 | $96,635-96.7% | $86,612-96.3% | $139,434-97.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.29% | 106.41%-95.1pp | 591.07%-579.8pp | 372.94%-361.7pp |
| Employer contribution / active EE | $1,470 | $3,263-54.9% | $3,022-51.4% | $4,751-69.1% |
| Participant deferral / active EE | $1,570 | $4,836-67.5% | $4,438-64.6% | $6,710-76.6% |
| Admin fee / account holder | $902 | $6,408-85.9% | $5,614-83.9% | $11,403-92.1% |