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 | $8,385 | $103,376-91.9% | $87,100-90.4% | $152,861-94.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.52% | 28.10%+2.4pp | 28.19%+2.3pp | 345.32%-314.8pp |
| Employer contribution / active EE | $2,081 | $3,220-35.4% | $2,521-17.5% | $4,762-56.3% |
| Participant deferral / active EE | $2,957 | $4,778-38.1% | $4,049-27.0% | $5,850-49.5% |
| Admin fee / account holder | $1,133 | $12,205-90.7% | $7,497-84.9% | $11,596-90.2% |