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 6-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 | $8,999 | $210,648-95.7% | $177,989-94.9% | $145,922-93.8% |
| Participation rate | 90.9% | 80.8%+10.2pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 8.09% | 385.86%-377.8pp | 294.48%-286.4pp | 561.29%-553.2pp |
| Employer contribution / active EE | $779 | $4,565-82.9% | $3,949-80.3% | $4,660-83.3% |
| Participant deferral / active EE | $2,767 | $6,958-60.2% | $6,276-55.9% | $6,688-58.6% |
| Admin fee / account holder | $433 | $12,013-96.4% | $10,363-95.8% | $13,397-96.8% |