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 6-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 | $8,201 | $121,625-93.3% | $104,607-92.2% | $158,922-94.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 21.93% | 465.26%-443.3pp | 340.46%-318.5pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,215 | $3,163-61.6% | $2,681-54.7% | $4,761-74.5% |
| Participant deferral / active EE | $2,505 | $4,177-40.0% | $3,740-33.0% | $5,982-58.1% |
| Admin fee / account holder | $362 | $7,787-95.4% | $6,473-94.4% | $11,246-96.8% |