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 | $10,412 | $175,202-94.1% | $149,673-93.0% | $139,434-92.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.03% | 166.71%-140.7pp | 134.42%-108.4pp | 372.94%-346.9pp |
| Employer contribution / active EE | $2,277 | $5,474-58.4% | $4,818-52.7% | $4,751-52.1% |
| Participant deferral / active EE | $6,093 | $6,519-6.5% | $5,680+7.3% | $6,710-9.2% |
| Admin fee / account holder | $894 | $16,150-94.5% | $13,210-93.2% | $11,403-92.2% |