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 | $19,854 | $124,319-84.0% | $111,297-82.2% | $167,490-88.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.89% | 37.44%-14.5pp | 54.65%-31.8pp | 478.56%-455.7pp |
| Employer contribution / active EE | $1,866 | $3,435-45.7% | $2,731-31.7% | $4,837-61.4% |
| Participant deferral / active EE | $1,927 | $5,180-62.8% | $4,487-57.1% | $6,341-69.6% |
| Admin fee / account holder | $3,309 | $10,618-68.8% | $7,964-58.5% | $12,309-73.1% |