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 5-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 | $3,323 | $96,635-96.6% | $86,612-96.2% | $139,434-97.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.37% | 106.41%-84.0pp | 591.07%-568.7pp | 372.94%-350.6pp |
| Employer contribution / active EE | $1,339 | $3,263-59.0% | $3,022-55.7% | $4,751-71.8% |
| Participant deferral / active EE | $3,708 | $4,836-23.3% | $4,438-16.4% | $6,710-44.7% |
| Admin fee / account holder | $536 | $6,408-91.6% | $5,614-90.5% | $11,403-95.3% |