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 | $4,545 | $104,907-95.7% | $84,611-94.6% | $152,861-97.0% |
| Participation rate | 94.7% | 74.8%+19.9pp | 68.2%+26.5pp | 82.4%+12.3pp |
| Annual return | 26.13% | 373.79%-347.7pp | 258.74%-232.6pp | 345.32%-319.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,913 | $4,688-59.2% | $3,899-50.9% | $5,850-67.3% |
| Admin fee / account holder | $538 | $6,241-91.4% | $4,912-89.0% | $11,596-95.4% |