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 8-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 | $5,539 | $90,600-93.9% | $79,464-93.0% | $135,375-95.9% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 21.01% | 977.43%-956.4pp | 718.14%-697.1pp | 519.73%-498.7pp |
| Employer contribution / active EE | $1,476 | $3,068-51.9% | $2,800-47.3% | $4,779-69.1% |
| Participant deferral / active EE | $2,595 | $4,050-35.9% | $3,704-29.9% | $5,609-53.7% |
| Admin fee / account holder | $902 | $5,907-84.7% | $5,113-82.4% | $10,827-91.7% |