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 7-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 | $8,023 | $106,115-92.4% | $85,969-90.7% | $125,391-93.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 2.69% | 13.93%-11.2pp | 9.32%-6.6pp | 282.22%-279.5pp |
| Employer contribution / active EE | $1,928 | $4,537-57.5% | $3,474-44.5% | $4,866-60.4% |
| Participant deferral / active EE | $1,923 | $4,859-60.4% | $3,829-49.8% | $5,352-64.1% |
| Admin fee / account holder | $350 | $8,144-95.7% | $6,053-94.2% | $9,540-96.3% |