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 | $7,109 | $102,317-93.1% | $146,958-95.2% | $80,856-91.2% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 6865.11% | 134.76%+6730.3pp | 418.34%+6446.8pp | 35.59%+6829.5pp |
| Employer contribution / active EE | $1,657 | $3,713-55.4% | $4,933-66.4% | $2,755-39.8% |
| Participant deferral / active EE | $5,635 | $6,644-15.2% | $8,070-30.2% | $4,296+31.2% |
| Admin fee / account holder | $8,668 | $7,941+9.2% | $12,998-33.3% | $6,918+25.3% |