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 | $7,388 | $156,846-95.3% | $121,098-93.9% | $139,434-94.7% |
| Participation rate | 86.7% | 76.4%+10.3pp | 69.5%+17.2pp | 80.3%+6.3pp |
| Annual return | 27.01% | 1474.56%-1447.5pp | 985.75%-958.7pp | 372.94%-345.9pp |
| Employer contribution / active EE | $1,776 | $5,536-67.9% | $4,164-57.3% | $4,751-62.6% |
| Participant deferral / active EE | $4,960 | $4,844+2.4% | $4,080+21.6% | $6,710-26.1% |
| Admin fee / account holder | $1,183 | $6,946-83.0% | $5,644-79.0% | $11,403-89.6% |