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 6-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 | $5,593 | $96,635-94.2% | $86,612-93.5% | $139,434-96.0% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 25.25% | 106.41%-81.2pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,028 | $3,263-68.5% | $3,022-66.0% | $4,751-78.4% |
| Participant deferral / active EE | $3,479 | $4,836-28.1% | $4,438-21.6% | $6,710-48.2% |
| Admin fee / account holder | $445 | $6,408-93.0% | $5,614-92.1% | $11,403-96.1% |