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 | $8,326 | $217,402-96.2% | $185,823-95.5% | $167,490-95.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 33.00% | 148.36%-115.4pp | 122.05%-89.1pp | 478.56%-445.6pp |
| Employer contribution / active EE | $1,319 | $5,873-77.5% | $5,167-74.5% | $4,837-72.7% |
| Participant deferral / active EE | $3,235 | $6,356-49.1% | $5,568-41.9% | $6,341-49.0% |
| Admin fee / account holder | $392 | $19,811-98.0% | $16,237-97.6% | $12,309-96.8% |