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 | $7,746 | $109,817-92.9% | $98,442-92.1% | $167,490-95.4% |
| Participation rate | 72.2% | 75.8%-3.6pp | 73.3%-1.1pp | 82.1%-9.9pp |
| Annual return | 13.66% | 1956.69%-1943.0pp | 1492.73%-1479.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $851 | $3,224-73.6% | $2,960-71.2% | $4,837-82.4% |
| Participant deferral / active EE | $2,312 | $4,673-50.5% | $4,276-45.9% | $6,341-63.5% |
| Admin fee / account holder | $2,103 | $6,753-68.9% | $5,949-64.6% | $12,309-82.9% |