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 | $4,490 | $59,101-92.4% | $77,163-94.2% | $75,163-94.0% |
| Participation rate | 86.1% | 63.9%+22.2pp | 69.6%+16.5pp | 67.2%+18.9pp |
| Annual return | 123.76% | 26.71%+97.0pp | 37.87%+85.9pp | 160.62%-36.9pp |
| Employer contribution / active EE | $1,225 | $1,995-38.6% | $2,535-51.7% | $2,670-54.1% |
| Participant deferral / active EE | $1,428 | $2,999-52.4% | $3,833-62.7% | $4,125-65.4% |
| Admin fee / account holder | $574 | $4,774-88.0% | $5,472-89.5% | $5,651-89.8% |