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 7-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 | $3,014 | $165,335-98.2% | $149,696-98.0% | $158,922-98.1% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 557.14% | 348.15%+209.0pp | 276.60%+280.5pp | 302.83%+254.3pp |
| Employer contribution / active EE | $1,308 | $5,103-74.4% | $4,644-71.8% | $4,761-72.5% |
| Participant deferral / active EE | $2,933 | $7,181-59.2% | $6,842-57.1% | $5,982-51.0% |
| Admin fee / account holder | $941 | $10,807-91.3% | $9,309-89.9% | $11,246-91.6% |