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 | $2,946 | $96,484-96.9% | $75,886-96.1% | $152,861-98.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 20.79% | 33.98%-13.2pp | 30.76%-10.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,261 | $4,553-72.3% | $3,603-65.0% | $5,850-78.5% |
| Admin fee / account holder | $531 | $8,078-93.4% | $5,418-90.2% | $11,596-95.4% |