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 | $8,778 | $102,604-91.4% | $86,188-89.8% | $139,434-93.7% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.0%+26.3pp | 80.3%+14.9pp |
| Annual return | 23.09% | 1922.51%-1899.4pp | 1168.45%-1145.4pp | 372.94%-349.8pp |
| Employer contribution / active EE | $1,486 | $3,032-51.0% | $2,380-37.6% | $4,751-68.7% |
| Participant deferral / active EE | $3,022 | $4,676-35.4% | $3,985-24.2% | $6,710-55.0% |
| Admin fee / account holder | $688 | $8,657-92.1% | $6,852-90.0% | $11,403-94.0% |