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 9-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 | $11,932 | $97,757-87.8% | $83,848-85.8% | $135,375-91.2% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | 16.10% | 1287.37%-1271.3pp | 850.88%-834.8pp | 519.73%-503.6pp |
| Employer contribution / active EE | $1,040 | $4,222-75.4% | $3,631-71.4% | $4,779-78.2% |
| Participant deferral / active EE | $3,045 | $4,682-35.0% | $4,082-25.4% | $5,609-45.7% |
| Admin fee / account holder | $411 | $6,674-93.8% | $5,478-92.5% | $10,827-96.2% |