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 | $2,756 | $97,125-97.2% | $86,233-96.8% | $137,256-98.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.0%+2.4pp | 80.0%-8.5pp |
| Annual return | 789.77% | 74.19%+715.6pp | 61.39%+728.4pp | 220.34%+569.4pp |
| Employer contribution / active EE | $856 | $2,841-69.9% | $2,504-65.8% | $4,156-79.4% |
| Participant deferral / active EE | $927 | $5,180-82.1% | $4,559-79.7% | $6,407-85.5% |
| Admin fee / account holder | $9,123 | $9,725-6.2% | $8,342+9.4% | $12,270-25.7% |