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 | $5,616 | $202,432-97.2% | $169,368-96.7% | $139,434-96.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.88% | 531.74%-513.9pp | 405.60%-387.7pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,469 | $4,692-68.7% | $4,013-63.4% | $4,751-69.1% |
| Participant deferral / active EE | $2,386 | $6,938-65.6% | $6,221-61.6% | $6,710-64.4% |
| Admin fee / account holder | $898 | $10,708-91.6% | $9,003-90.0% | $11,403-92.1% |