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 7-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 | $6,409 | $100,852-93.6% | $90,404-92.9% | $158,922-96.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 30.77% | 1724.20%-1693.4pp | 1293.02%-1262.3pp | 302.83%-272.1pp |
| Employer contribution / active EE | $1,315 | $3,689-64.3% | $3,262-59.7% | $4,761-72.4% |
| Participant deferral / active EE | $2,343 | $4,348-46.1% | $3,963-40.9% | $5,982-60.8% |
| Admin fee / account holder | $461 | $6,501-92.9% | $5,611-91.8% | $11,246-95.9% |