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 | $3,813 | $57,281-93.3% | $86,612-95.6% | $75,163-94.9% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 32.01% | 2670.75%-2638.7pp | 591.07%-559.1pp | 160.62%-128.6pp |
| Employer contribution / active EE | $750 | $2,314-67.6% | $3,022-75.2% | $2,670-71.9% |
| Participant deferral / active EE | $1,426 | $3,318-57.0% | $4,438-67.9% | $4,125-65.4% |
| Admin fee / account holder | $364 | $4,112-91.1% | $5,614-93.5% | $5,651-93.6% |