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 | $8,793 | $100,852-91.3% | $90,404-90.3% | $158,922-94.5% |
| Participation rate | 86.4% | 75.0%+11.3pp | 72.7%+13.7pp | 82.0%+4.4pp |
| Annual return | 19.94% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $593 | $3,689-83.9% | $3,262-81.8% | $4,761-87.5% |
| Participant deferral / active EE | $1,433 | $4,348-67.1% | $3,963-63.9% | $5,982-76.1% |
| Admin fee / account holder | $459 | $6,501-92.9% | $5,611-91.8% | $11,246-95.9% |