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 8-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 | $2,881 | $100,852-97.1% | $90,404-96.8% | $158,922-98.2% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | 10.78% | 1724.20%-1713.4pp | 1293.02%-1282.2pp | 302.83%-292.0pp |
| Employer contribution / active EE | $453 | $3,689-87.7% | $3,262-86.1% | $4,761-90.5% |
| Participant deferral / active EE | $919 | $4,348-78.9% | $3,963-76.8% | $5,982-84.6% |
| Admin fee / account holder | $504 | $6,501-92.2% | $5,611-91.0% | $11,246-95.5% |