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 8-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 | $12,180 | $115,770-89.5% | $101,248-88.0% | $158,922-92.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 128.03% | 56.14%+71.9pp | 46.47%+81.6pp | 302.83%-174.8pp |
| Employer contribution / active EE | $3,996 | $4,175-4.3% | $3,660+9.2% | $4,761-16.1% |
| Participant deferral / active EE | $4,828 | $4,957-2.6% | $4,370+10.5% | $5,982-19.3% |
| Admin fee / account holder | $485 | $7,245-93.3% | $5,945-91.9% | $11,246-95.7% |