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 | $3,241 | $109,817-97.0% | $98,442-96.7% | $167,490-98.1% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 19.22% | 1956.69%-1937.5pp | 1492.73%-1473.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $875 | $3,224-72.9% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $2,018 | $4,673-56.8% | $4,276-52.8% | $6,341-68.2% |
| Admin fee / account holder | $407 | $6,753-94.0% | $5,949-93.2% | $12,309-96.7% |