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 | $7,480 | $175,202-95.7% | $149,673-95.0% | $139,434-94.6% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 27.49% | 166.71%-139.2pp | 134.42%-106.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,094 | $5,474-61.8% | $4,818-56.5% | $4,751-55.9% |
| Participant deferral / active EE | $3,745 | $6,519-42.6% | $5,680-34.1% | $6,710-44.2% |
| Admin fee / account holder | $449 | $16,150-97.2% | $13,210-96.6% | $11,403-96.1% |