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 6-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 | $1,549 | $109,817-98.6% | $98,442-98.4% | $167,490-99.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 13.30% | 1956.69%-1943.4pp | 1492.73%-1479.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $871 | $3,224-73.0% | $2,960-70.6% | $4,837-82.0% |
| Participant deferral / active EE | $1,030 | $4,673-78.0% | $4,276-75.9% | $6,341-83.8% |
| Admin fee / account holder | $353 | $6,753-94.8% | $5,949-94.1% | $12,309-97.1% |