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 | $5,678 | $183,519-96.9% | $155,509-96.3% | $145,922-96.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 14.28% | 61.17%-46.9pp | 64.67%-50.4pp | 561.29%-547.0pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,928 | $6,462-39.2% | $5,626-30.2% | $6,688-41.3% |
| Admin fee / account holder | $2,547 | $19,313-86.8% | $15,912-84.0% | $13,397-81.0% |