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 | $7,787 | $156,846-95.0% | $121,098-93.6% | $139,434-94.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 37.16% | 1474.56%-1437.4pp | 985.75%-948.6pp | 372.94%-335.8pp |
| Employer contribution / active EE | $1,654 | $5,536-70.1% | $4,164-60.3% | $4,751-65.2% |
| Participant deferral / active EE | $3,841 | $4,844-20.7% | $4,080-5.9% | $6,710-42.8% |
| Admin fee / account holder | $714 | $6,946-89.7% | $5,644-87.3% | $11,403-93.7% |