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 | $6,728 | $100,852-93.3% | $90,404-92.6% | $158,922-95.8% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 22.64% | 1724.20%-1701.6pp | 1293.02%-1270.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,319 | $3,689-64.2% | $3,262-59.6% | $4,761-72.3% |
| Participant deferral / active EE | $1,814 | $4,348-58.3% | $3,963-54.2% | $5,982-69.7% |
| Admin fee / account holder | $922 | $6,501-85.8% | $5,611-83.6% | $11,246-91.8% |