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 | $7,968 | $169,032-95.3% | $129,207-93.8% | $145,922-94.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 20.32% | 14330.11%-14309.8pp | 9417.33%-9397.0pp | 561.29%-541.0pp |
| Employer contribution / active EE | $672 | $5,537-87.9% | $4,153-83.8% | $4,660-85.6% |
| Participant deferral / active EE | $760 | $4,987-84.8% | $4,168-81.8% | $6,688-88.6% |
| Admin fee / account holder | $1,148 | $9,954-88.5% | $7,715-85.1% | $13,397-91.4% |