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 | $6,227 | $226,064-97.2% | $182,532-96.6% | $152,861-95.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 22.81% | 192.51%-169.7pp | 148.54%-125.7pp | 345.32%-322.5pp |
| Employer contribution / active EE | $583 | $4,978-88.3% | $4,076-85.7% | $4,762-87.8% |
| Participant deferral / active EE | $1,431 | $6,368-77.5% | $5,524-74.1% | $5,850-75.5% |
| Admin fee / account holder | $320 | $10,703-97.0% | $8,592-96.3% | $11,596-97.2% |