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 | $8,863 | $103,376-91.4% | $87,100-89.8% | $152,861-94.2% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 23.91% | 28.10%-4.2pp | 28.19%-4.3pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,014 | $3,220-68.5% | $2,521-59.8% | $4,762-78.7% |
| Participant deferral / active EE | $3,459 | $4,778-27.6% | $4,049-14.6% | $5,850-40.9% |
| Admin fee / account holder | $800 | $12,205-93.4% | $7,497-89.3% | $11,596-93.1% |