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 | $1,133 | $108,642-99.0% | $74,701-98.5% | $152,861-99.3% |
| Participation rate | 83.3% | 65.3%+18.0pp | 54.5%+28.9pp | 82.4%+0.9pp |
| Annual return | 15.98% | 114.06%-98.1pp | 752.92%-736.9pp | 345.32%-329.3pp |
| Employer contribution / active EE | $425 | $1,503-71.7% | $1,084-60.8% | $4,762-91.1% |
| Participant deferral / active EE | $717 | $2,712-73.6% | $1,964-63.5% | $5,850-87.7% |
| Admin fee / account holder | $405 | $4,902-91.7% | $3,333-87.9% | $11,596-96.5% |