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 | $5,539 | $169,032-96.7% | $129,207-95.7% | $145,922-96.2% |
| Participation rate | 94.1% | 76.4%+17.7pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 11.81% | 14330.11%-14318.3pp | 9417.33%-9405.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $675 | $5,537-87.8% | $4,153-83.8% | $4,660-85.5% |
| Participant deferral / active EE | $937 | $4,987-81.2% | $4,168-77.5% | $6,688-86.0% |
| Admin fee / account holder | $545 | $9,954-94.5% | $7,715-92.9% | $13,397-95.9% |