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 9-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 | $2,609 | $99,020-97.4% | $86,590-97.0% | $147,584-98.2% |
| Participation rate | 73.3% | 76.3%-3.0pp | 73.5%-0.2pp | 82.8%-9.5pp |
| Annual return | 33.87% | 1312.34%-1278.5pp | 964.84%-931.0pp | 578.55%-544.7pp |
| Employer contribution / active EE | $294 | $3,132-90.6% | $2,839-89.6% | $4,876-94.0% |
| Participant deferral / active EE | $2,391 | $3,972-39.8% | $3,609-33.7% | $5,439-56.0% |
| Admin fee / account holder | $338 | $5,710-94.1% | $4,906-93.1% | $10,885-96.9% |