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 | $6,623 | $100,852-93.4% | $90,404-92.7% | $158,922-95.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.01% | 1724.20%-1714.2pp | 1293.02%-1283.0pp | 302.83%-292.8pp |
| Employer contribution / active EE | $1,192 | $3,689-67.7% | $3,262-63.5% | $4,761-75.0% |
| Participant deferral / active EE | $2,395 | $4,348-44.9% | $3,963-39.6% | $5,982-60.0% |
| Admin fee / account holder | $694 | $6,501-89.3% | $5,611-87.6% | $11,246-93.8% |