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 | $8,837 | $59,101-85.0% | $77,163-88.5% | $75,163-88.2% |
| Participation rate | 98.9% | 63.9%+35.1pp | 69.6%+29.3pp | 67.2%+31.7pp |
| Annual return | 33.42% | 26.71%+6.7pp | 37.87%-4.4pp | 160.62%-127.2pp |
| Employer contribution / active EE | $1,929 | $1,995-3.3% | $2,535-23.9% | $2,670-27.8% |
| Participant deferral / active EE | $2,514 | $2,999-16.2% | $3,833-34.4% | $4,125-39.1% |
| Admin fee / account holder | $748 | $4,774-84.3% | $5,472-86.3% | $5,651-86.8% |