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 | $800 | $97,125-99.2% | $86,233-99.1% | $137,256-99.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 21.70% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,400 | $2,841-15.5% | $2,504-4.2% | $4,156-42.3% |
| Participant deferral / active EE | $7,200 | $5,180+39.0% | $4,559+57.9% | $6,407+12.4% |
| Admin fee / account holder | $45,059 | $9,725+363.4% | $8,342+440.1% | $12,270+267.2% |