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 3-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 | $5,072 | $210,648-97.6% | $177,989-97.2% | $145,922-96.5% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | 20.06% | 385.86%-365.8pp | 294.48%-274.4pp | 561.29%-541.2pp |
| Employer contribution / active EE | $1,014 | $4,565-77.8% | $3,949-74.3% | $4,660-78.2% |
| Participant deferral / active EE | $1,332 | $6,958-80.9% | $6,276-78.8% | $6,688-80.1% |
| Admin fee / account holder | $460 | $12,013-96.2% | $10,363-95.6% | $13,397-96.6% |