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 9-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 | $9,780 | $97,757-90.0% | $83,848-88.3% | $135,375-92.8% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | 20.74% | 1287.37%-1266.6pp | 850.88%-830.1pp | 519.73%-499.0pp |
| Employer contribution / active EE | $2,658 | $4,222-37.0% | $3,631-26.8% | $4,779-44.4% |
| Participant deferral / active EE | $3,312 | $4,682-29.3% | $4,082-18.8% | $5,609-40.9% |
| Admin fee / account holder | $584 | $6,674-91.2% | $5,478-89.3% | $10,827-94.6% |