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 | $4,698 | $169,032-97.2% | $129,207-96.4% | $145,922-96.8% |
| Participation rate | 92.9% | 76.4%+16.4pp | 69.6%+23.2pp | 80.3%+12.6pp |
| Annual return | 18.11% | 14330.11%-14312.0pp | 9417.33%-9399.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $351 | $5,537-93.7% | $4,153-91.5% | $4,660-92.5% |
| Participant deferral / active EE | $1,210 | $4,987-75.7% | $4,168-71.0% | $6,688-81.9% |
| Admin fee / account holder | $447 | $9,954-95.5% | $7,715-94.2% | $13,397-96.7% |