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 | $8,544 | $102,317-91.6% | $146,958-94.2% | $80,856-89.4% |
| Participation rate | 88.1% | 75.8%+12.3pp | 82.2%+5.9pp | 67.6%+20.5pp |
| Annual return | 60.74% | 134.76%-74.0pp | 418.34%-357.6pp | 35.59%+25.1pp |
| Employer contribution / active EE | $1,696 | $3,713-54.3% | $4,933-65.6% | $2,755-38.4% |
| Participant deferral / active EE | $4,068 | $6,644-38.8% | $8,070-49.6% | $4,296-5.3% |
| Admin fee / account holder | $924 | $7,941-88.4% | $12,998-92.9% | $6,918-86.6% |