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 | $7,638 | $111,724-93.2% | $93,606-91.8% | $145,922-94.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 11.64% | 202.98%-191.3pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,047 | $3,090-66.1% | $2,420-56.7% | $4,660-77.5% |
| Participant deferral / active EE | $1,404 | $4,912-71.4% | $4,411-68.2% | $6,688-79.0% |
| Admin fee / account holder | $400 | $10,250-96.1% | $8,285-95.2% | $13,397-97.0% |