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 | $19,763 | $100,923-80.4% | $150,045-86.8% | $74,304-73.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 201.01% | 51.77%+149.2pp | 62.55%+138.5pp | 29.43%+171.6pp |
| Employer contribution / active EE | $3,906 | $3,463+12.8% | $4,693-16.8% | $2,241+74.3% |
| Participant deferral / active EE | $5,779 | $6,709-13.9% | $7,997-27.7% | $3,767+53.4% |
| Admin fee / account holder | $693 | $2,767-74.9% | $13,435-94.8% | $2,969-76.6% |