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 | $2,300 | $90,348-97.5% | $75,972-97.0% | $145,922-98.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 13.73% | 620.88%-607.1pp | 359.55%-345.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,030 | $3,311-68.9% | $2,685-61.6% | $4,660-77.9% |
| Participant deferral / active EE | $1,148 | $5,162-77.8% | $4,255-73.0% | $6,688-82.8% |
| Admin fee / account holder | $309 | $8,467-96.4% | $6,467-95.2% | $13,397-97.7% |