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 | $9,196 | $160,055-94.3% | $140,016-93.4% | $135,375-93.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 14.28% | 911.38%-897.1pp | 651.12%-636.8pp | 519.73%-505.5pp |
| Employer contribution / active EE | $3,006 | $6,420-53.2% | $5,606-46.4% | $4,779-37.1% |
| Participant deferral / active EE | $3,062 | $7,642-59.9% | $6,927-55.8% | $5,609-45.4% |
| Admin fee / account holder | $987 | $13,328-92.6% | $10,705-90.8% | $10,827-90.9% |