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 | $4,818 | $159,602-97.0% | $150,045-96.8% | $142,382-96.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 788.88% | 70.24%+718.6pp | 62.55%+726.3pp | 217.08%+571.8pp |
| Employer contribution / active EE | $2,150 | $4,961-56.7% | $4,693-54.2% | $4,299-50.0% |
| Participant deferral / active EE | $2,824 | $8,310-66.0% | $7,997-64.7% | $6,507-56.6% |
| Admin fee / account holder | $19,210 | $14,846+29.4% | $13,435+43.0% | $12,624+52.2% |