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 8-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 | $5,393 | $104,907-94.9% | $84,611-93.6% | $152,861-96.5% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 44.78% | 373.79%-329.0pp | 258.74%-214.0pp | 345.32%-300.5pp |
| Employer contribution / active EE | $1,275 | $3,302-61.4% | $2,652-51.9% | $4,762-73.2% |
| Participant deferral / active EE | $3,404 | $4,688-27.4% | $3,899-12.7% | $5,850-41.8% |
| Admin fee / account holder | $619 | $6,241-90.1% | $4,912-87.4% | $11,596-94.7% |