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 | $447 | $70,606-99.4% | $53,898-99.2% | $142,382-99.7% |
| Participation rate | 70.0% | 63.7%+6.3pp | 55.0%+15.0pp | 80.1%-10.1pp |
| Annual return | 38.36% | 619.81%-581.5pp | 528.60%-490.2pp | 217.08%-178.7pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $400 | $2,364-83.1% | $1,826-78.1% | $6,507-93.9% |
| Admin fee / account holder | $407 | $2,852-85.7% | $2,491-83.7% | $12,624-96.8% |