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 | $5,972 | $96,305-93.8% | $80,569-92.6% | $139,434-95.7% |
| Participation rate | 80.0% | 73.6%+6.4pp | 67.0%+13.0pp | 80.3%-0.3pp |
| Annual return | 22.12% | 1350.08%-1328.0pp | 935.43%-913.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,250 | $3,262-61.7% | $2,723-54.1% | $4,751-73.7% |
| Participant deferral / active EE | $4,298 | $5,232-17.9% | $4,447-3.4% | $6,710-36.0% |
| Admin fee / account holder | $582 | $6,599-91.2% | $5,377-89.2% | $11,403-94.9% |