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 | $8,724 | $176,056-95.0% | $159,436-94.5% | $167,490-94.8% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 41.20% | 331.75%-290.5pp | 263.57%-222.4pp | 478.56%-437.4pp |
| Employer contribution / active EE | $1,517 | $5,297-71.4% | $4,829-68.6% | $4,837-68.6% |
| Participant deferral / active EE | $5,689 | $7,750-26.6% | $7,352-22.6% | $6,341-10.3% |
| Admin fee / account holder | $553 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |