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 7-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 | $8,537 | $178,174-95.2% | $156,181-94.5% | $137,256-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.78% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,875 | $4,972-62.3% | $4,294-56.3% | $4,156-54.9% |
| Participant deferral / active EE | $4,518 | $6,888-34.4% | $6,132-26.3% | $6,407-29.5% |
| Admin fee / account holder | $1,748 | $17,404-90.0% | $14,586-88.0% | $12,270-85.8% |