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 | $1,801 | $90,348-98.0% | $75,972-97.6% | $145,922-98.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.29% | 620.88%-610.6pp | 359.55%-349.3pp | 561.29%-551.0pp |
| Employer contribution / active EE | $904 | $3,311-72.7% | $2,685-66.3% | $4,660-80.6% |
| Participant deferral / active EE | $2,032 | $5,162-60.6% | $4,255-52.3% | $6,688-69.6% |
| Admin fee / account holder | $557 | $8,467-93.4% | $6,467-91.4% | $13,397-95.8% |