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 6-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 | $8,045 | $136,179-94.1% | $98,755-91.9% | $167,490-95.2% |
| Participation rate | 83.3% | 70.2%+13.1pp | 65.7%+17.6pp | 82.1%+1.2pp |
| Annual return | 19.39% | 67.53%-48.1pp | 49.91%-30.5pp | 478.56%-459.2pp |
| Employer contribution / active EE | $851 | $2,631-67.7% | $2,067-58.8% | $4,837-82.4% |
| Participant deferral / active EE | $3,582 | $3,716-3.6% | $3,035+18.0% | $6,341-43.5% |
| Admin fee / account holder | $400 | $5,031-92.1% | $4,076-90.2% | $12,309-96.8% |