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 | $5,374 | $102,966-94.8% | $90,281-94.0% | $152,861-96.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 27.36% | 95.16%-67.8pp | 78.10%-50.7pp | 345.32%-318.0pp |
| Employer contribution / active EE | $946 | $3,139-69.9% | $2,854-66.9% | $4,762-80.1% |
| Participant deferral / active EE | $1,335 | $4,281-68.8% | $3,885-65.6% | $5,850-77.2% |
| Admin fee / account holder | $945 | $6,171-84.7% | $5,351-82.3% | $11,596-91.9% |