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 | $3,896 | $121,625-96.8% | $104,607-96.3% | $158,922-97.5% |
| Participation rate | 89.5% | 77.5%+11.9pp | 74.1%+15.4pp | 82.0%+7.5pp |
| Annual return | 27.35% | 465.26%-437.9pp | 340.46%-313.1pp | 302.83%-275.5pp |
| Employer contribution / active EE | $697 | $3,163-77.9% | $2,681-74.0% | $4,761-85.4% |
| Participant deferral / active EE | $1,134 | $4,177-72.9% | $3,740-69.7% | $5,982-81.0% |
| Admin fee / account holder | $753 | $7,787-90.3% | $6,473-88.4% | $11,246-93.3% |