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 4-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 | $4,661 | $158,398-97.1% | $126,539-96.3% | $142,382-96.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.51% | 593.76%-582.2pp | 425.95%-414.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $502 | $4,650-89.2% | $3,674-86.4% | $4,299-88.3% |
| Participant deferral / active EE | $755 | $4,767-84.2% | $4,083-81.5% | $6,507-88.4% |
| Admin fee / account holder | $497 | $6,918-92.8% | $6,065-91.8% | $12,624-96.1% |