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 | $8,096 | $129,217-93.7% | $93,406-91.3% | $158,922-94.9% |
| Participation rate | 93.3% | 71.0%+22.4pp | 66.8%+26.5pp | 82.0%+11.4pp |
| Annual return | 16.35% | 118.21%-101.9pp | 78.05%-61.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $1,974 | $2,711-27.2% | $2,075-4.9% | $4,761-58.5% |
| Participant deferral / active EE | $755 | $3,909-80.7% | $3,126-75.9% | $5,982-87.4% |
| Admin fee / account holder | $1,064 | $7,383-85.6% | $5,230-79.6% | $11,246-90.5% |