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 | $11,520 | $112,096-89.7% | $95,952-88.0% | $158,922-92.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.97% | 171.09%-148.1pp | 91.61%-68.6pp | 302.83%-279.9pp |
| Employer contribution / active EE | $2,633 | $3,198-17.7% | $2,541+3.6% | $4,761-44.7% |
| Participant deferral / active EE | $4,071 | $4,784-14.9% | $4,167-2.3% | $5,982-31.9% |
| Admin fee / account holder | $1,363 | $10,130-86.5% | $6,795-79.9% | $11,246-87.9% |