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 9-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 | $1,919 | $110,502-98.3% | $80,716-97.6% | $167,490-98.9% |
| Participation rate | 83.3% | 64.0%+19.4pp | 54.2%+29.2pp | 82.1%+1.2pp |
| Annual return | 12.69% | 120.54%-107.8pp | 87.28%-74.6pp | 478.56%-465.9pp |
| Employer contribution / active EE | $30 | $1,543-98.1% | $1,160-97.4% | $4,837-99.4% |
| Participant deferral / active EE | $382 | $2,871-86.7% | $2,146-82.2% | $6,341-94.0% |
| Admin fee / account holder | $408 | $4,545-91.0% | $3,380-87.9% | $12,309-96.7% |