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 | $2,460 | $65,041-96.2% | $90,951-97.3% | $79,858-96.9% |
| Participation rate | 85.7% | 61.6%+24.1pp | 69.0%+16.7pp | 69.6%+16.1pp |
| Annual return | 980.91% | 30.45%+950.5pp | 134.60%+846.3pp | 31.71%+949.2pp |
| Employer contribution / active EE | $1,002 | $1,247-19.6% | $2,122-52.8% | $2,471-59.4% |
| Participant deferral / active EE | $1,763 | $2,512-29.8% | $3,373-47.7% | $3,740-52.8% |
| Admin fee / account holder | $1,777 | $4,536-60.8% | $5,959-70.2% | $5,306-66.5% |