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 5-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 | $4,167 | $158,398-97.4% | $126,539-96.7% | $142,382-97.1% |
| Participation rate | 81.3% | 75.8%+5.4pp | 69.8%+11.4pp | 80.1%+1.1pp |
| Annual return | 17.24% | 593.76%-576.5pp | 425.95%-408.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $493 | $4,650-89.4% | $3,674-86.6% | $4,299-88.5% |
| Participant deferral / active EE | $1,661 | $4,767-65.2% | $4,083-59.3% | $6,507-74.5% |
| Admin fee / account holder | $1,665 | $6,918-75.9% | $6,065-72.6% | $12,624-86.8% |