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 | $7,372 | $107,334-93.1% | $92,893-92.1% | $152,861-95.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 32.47% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.9pp |
| Employer contribution / active EE | $2,125 | $4,221-49.7% | $3,653-41.8% | $4,762-55.4% |
| Participant deferral / active EE | $3,794 | $4,845-21.7% | $4,236-10.4% | $5,850-35.1% |
| Admin fee / account holder | $1,360 | $7,079-80.8% | $5,794-76.5% | $11,596-88.3% |