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 | $9,009 | $111,754-91.9% | $103,333-91.3% | $145,922-93.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 34.00% | 24.77%+9.2pp | 24.88%+9.1pp | 561.29%-527.3pp |
| Employer contribution / active EE | $1,890 | $4,212-55.1% | $3,868-51.1% | $4,660-59.4% |
| Participant deferral / active EE | $4,043 | $5,619-28.0% | $5,057-20.1% | $6,688-39.5% |
| Admin fee / account holder | $651 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |