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 6-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 | $9,780 | $175,202-94.4% | $149,673-93.5% | $139,434-93.0% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 21.36% | 166.71%-145.3pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,374 | $5,474-74.9% | $4,818-71.5% | $4,751-71.1% |
| Participant deferral / active EE | $2,714 | $6,519-58.4% | $5,680-52.2% | $6,710-59.6% |
| Admin fee / account holder | $682 | $16,150-95.8% | $13,210-94.8% | $11,403-94.0% |