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 10-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 | $5,208 | $153,311-96.6% | $109,313-95.2% | $273,961-98.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 240.36% | 29.86%+210.5pp | 22.07%+218.3pp | 41.45%+198.9pp |
| Employer contribution / active EE | $1,345 | $5,619-76.1% | $3,892-65.5% | $4,869-72.4% |
| Participant deferral / active EE | $2,985 | $3,932-24.1% | $3,166-5.7% | $5,287-43.5% |
| Admin fee / account holder | $426 | $8,076-94.7% | $5,666-92.5% | $10,132-95.8% |