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 | $14,835 | $65,561-77.4% | $86,188-82.8% | $75,163-80.3% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 31.22% | 46.05%-14.8pp | 1168.45%-1137.2pp | 160.62%-129.4pp |
| Employer contribution / active EE | $2,987 | $1,553+92.4% | $2,380+25.5% | $2,670+11.9% |
| Participant deferral / active EE | $3,836 | $3,024+26.8% | $3,985-3.8% | $4,125-7.0% |
| Admin fee / account holder | $1,463 | $5,474-73.3% | $6,852-78.6% | $5,651-74.1% |