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 | $5,069 | $118,919-95.7% | $88,538-94.3% | $152,861-96.7% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 7.32% | 47.92%-40.6pp | 43.64%-36.3pp | 345.32%-338.0pp |
| Employer contribution / active EE | $1,040 | $2,669-61.0% | $2,098-50.4% | $4,762-78.2% |
| Participant deferral / active EE | $2,600 | $3,549-26.7% | $2,914-10.8% | $5,850-55.6% |
| Admin fee / account holder | $436 | $5,876-92.6% | $4,310-89.9% | $11,596-96.2% |