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 | $3,483 | $73,515-95.3% | $62,995-94.5% | $147,584-97.6% |
| Participation rate | 71.4% | 77.9%-6.4pp | 74.8%-3.4pp | 82.8%-11.4pp |
| Annual return | 12.15% | 175.43%-163.3pp | 87.57%-75.4pp | 578.55%-566.4pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $903 | $4,185-78.4% | $3,329-72.9% | $5,439-83.4% |
| Admin fee / account holder | $1,736 | $5,953-70.8% | $3,600-51.8% | $10,885-84.1% |