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 | $5,877 | $100,852-94.2% | $90,404-93.5% | $158,922-96.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 19.30% | 1724.20%-1704.9pp | 1293.02%-1273.7pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,024 | $3,689-72.2% | $3,262-68.6% | $4,761-78.5% |
| Participant deferral / active EE | $1,697 | $4,348-61.0% | $3,963-57.2% | $5,982-71.6% |
| Admin fee / account holder | $374 | $6,501-94.2% | $5,611-93.3% | $11,246-96.7% |