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 | $8,111 | $175,202-95.4% | $149,673-94.6% | $139,434-94.2% |
| Participation rate | 90.9% | 83.4%+7.5pp | 78.8%+12.1pp | 80.3%+10.6pp |
| Annual return | 16.47% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,864 | $5,474-65.9% | $4,818-61.3% | $4,751-60.8% |
| Participant deferral / active EE | $2,243 | $6,519-65.6% | $5,680-60.5% | $6,710-66.6% |
| Admin fee / account holder | $3,457 | $16,150-78.6% | $13,210-73.8% | $11,403-69.7% |