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 | $4,064 | $156,846-97.4% | $121,098-96.6% | $139,434-97.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.44% | 1474.56%-1455.1pp | 985.75%-966.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $283 | $5,536-94.9% | $4,164-93.2% | $4,751-94.0% |
| Participant deferral / active EE | $1,054 | $4,844-78.2% | $4,080-74.2% | $6,710-84.3% |
| Admin fee / account holder | $471 | $6,946-93.2% | $5,644-91.7% | $11,403-95.9% |