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 | $9,323 | $150,440-93.8% | $136,294-93.2% | $147,584-93.7% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | 371.13% | 1049.08%-678.0pp | 5155.94%-4784.8pp | 578.55%-207.4pp |
| Employer contribution / active EE | $1,407 | $5,256-73.2% | $4,695-70.0% | $4,876-71.2% |
| Participant deferral / active EE | $6,083 | $6,630-8.3% | $6,247-2.6% | $5,439+11.8% |
| Admin fee / account holder | $411 | $10,905-96.2% | $9,243-95.6% | $10,885-96.2% |