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 | $3,899 | $109,817-96.4% | $98,442-96.0% | $167,490-97.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 18.81% | 1956.69%-1937.9pp | 1492.73%-1473.9pp | 478.56%-459.7pp |
| Employer contribution / active EE | $908 | $3,224-71.8% | $2,960-69.3% | $4,837-81.2% |
| Participant deferral / active EE | $1,565 | $4,673-66.5% | $4,276-63.4% | $6,341-75.3% |
| Admin fee / account holder | $317 | $6,753-95.3% | $5,949-94.7% | $12,309-97.4% |