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 | $1,871 | $100,852-98.1% | $90,404-97.9% | $158,922-98.8% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 45.80% | 1724.20%-1678.4pp | 1293.02%-1247.2pp | 302.83%-257.0pp |
| Employer contribution / active EE | $974 | $3,689-73.6% | $3,262-70.2% | $4,761-79.6% |
| Participant deferral / active EE | $1,294 | $4,348-70.2% | $3,963-67.4% | $5,982-78.4% |
| Admin fee / account holder | $489 | $6,501-92.5% | $5,611-91.3% | $11,246-95.7% |