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 | $5,619 | $90,600-93.8% | $79,464-92.9% | $135,375-95.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 2.33% | 977.43%-975.1pp | 718.14%-715.8pp | 519.73%-517.4pp |
| Employer contribution / active EE | $289 | $3,068-90.6% | $2,800-89.7% | $4,779-94.0% |
| Participant deferral / active EE | $577 | $4,050-85.8% | $3,704-84.4% | $5,609-89.7% |
| Admin fee / account holder | $921 | $5,907-84.4% | $5,113-82.0% | $10,827-91.5% |