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 | $4,480 | $118,919-96.2% | $88,538-94.9% | $152,861-97.1% |
| Participation rate | 94.7% | 73.4%+21.4pp | 68.7%+26.0pp | 82.4%+12.3pp |
| Annual return | 29.13% | 47.92%-18.8pp | 43.64%-14.5pp | 345.32%-316.2pp |
| Employer contribution / active EE | $2,165 | $2,669-18.9% | $2,098+3.2% | $4,762-54.5% |
| Participant deferral / active EE | $722 | $3,549-79.6% | $2,914-75.2% | $5,850-87.7% |
| Admin fee / account holder | $472 | $5,876-92.0% | $4,310-89.0% | $11,596-95.9% |