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 | $8,569 | $100,852-91.5% | $90,404-90.5% | $158,922-94.6% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 17.95% | 1724.20%-1706.2pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,076 | $3,689-70.8% | $3,262-67.0% | $4,761-77.4% |
| Participant deferral / active EE | $1,714 | $4,348-60.6% | $3,963-56.7% | $5,982-71.3% |
| Admin fee / account holder | $410 | $6,501-93.7% | $5,611-92.7% | $11,246-96.4% |