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 | $4,790 | $121,625-96.1% | $104,607-95.4% | $158,922-97.0% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 23.93% | 465.26%-441.3pp | 340.46%-316.5pp | 302.83%-278.9pp |
| Employer contribution / active EE | $445 | $3,163-85.9% | $2,681-83.4% | $4,761-90.7% |
| Participant deferral / active EE | $708 | $4,177-83.0% | $3,740-81.1% | $5,982-88.2% |
| Admin fee / account holder | $319 | $7,787-95.9% | $6,473-95.1% | $11,246-97.2% |