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 | $8,559 | $78,926-89.2% | $136,749-93.7% | $84,808-89.9% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 22.94% | 18.17%+4.8pp | 24.33%-1.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,732 | $2,134-18.9% | $3,400-49.1% | $2,631-34.2% |
| Participant deferral / active EE | $2,770 | $3,168-12.6% | $4,692-41.0% | $4,212-34.2% |
| Admin fee / account holder | $500 | $6,369-92.1% | $11,386-95.6% | $7,344-93.2% |