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 | $8,207 | $107,334-92.4% | $92,893-91.2% | $152,861-94.6% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 33.96% | 145.58%-111.6pp | 109.41%-75.5pp | 345.32%-311.4pp |
| Employer contribution / active EE | $1,540 | $4,221-63.5% | $3,653-57.8% | $4,762-67.7% |
| Participant deferral / active EE | $2,236 | $4,845-53.9% | $4,236-47.2% | $5,850-61.8% |
| Admin fee / account holder | $302 | $7,079-95.7% | $5,794-94.8% | $11,596-97.4% |