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 | $6,650 | $180,449-96.3% | $154,107-95.7% | $135,375-95.1% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -0.90% | 888.09%-889.0pp | 735.12%-736.0pp | 519.73%-520.6pp |
| Employer contribution / active EE | $1,997 | $6,035-66.9% | $5,298-62.3% | $4,779-58.2% |
| Participant deferral / active EE | $3,686 | $5,806-36.5% | $5,081-27.4% | $5,609-34.3% |
| Admin fee / account holder | $3,074 | $16,143-81.0% | $13,411-77.1% | $10,827-71.6% |