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 | $7,203 | $57,281-87.4% | $86,612-91.7% | $75,163-90.4% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 38.92% | 2670.75%-2631.8pp | 591.07%-552.1pp | 160.62%-121.7pp |
| Employer contribution / active EE | $912 | $2,314-60.6% | $3,022-69.8% | $2,670-65.8% |
| Participant deferral / active EE | $3,812 | $3,318+14.9% | $4,438-14.1% | $4,125-7.6% |
| Admin fee / account holder | $398 | $4,112-90.3% | $5,614-92.9% | $5,651-93.0% |