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 | $9,858 | $176,056-94.4% | $159,436-93.8% | $167,490-94.1% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 33.15% | 331.75%-298.6pp | 263.57%-230.4pp | 478.56%-445.4pp |
| Employer contribution / active EE | $1,800 | $5,297-66.0% | $4,829-62.7% | $4,837-62.8% |
| Participant deferral / active EE | $4,796 | $7,750-38.1% | $7,352-34.8% | $6,341-24.4% |
| Admin fee / account holder | $412 | $12,554-96.7% | $10,799-96.2% | $12,309-96.7% |