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 | $100,773-99.2% | $88,946-99.1% | $142,382-99.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.70% | 70.18%-48.5pp | 57.82%-36.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,400 | $2,918-17.7% | $2,555-6.1% | $4,299-44.2% |
| Participant deferral / active EE | $7,200 | $5,230+37.7% | $4,581+57.2% | $6,507+10.6% |
| Admin fee / account holder | $45,059 | $9,693+364.9% | $8,261+445.4% | $12,624+256.9% |