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 | $8,742 | $103,376-91.5% | $87,100-90.0% | $152,861-94.3% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 40.68% | 28.10%+12.6pp | 28.19%+12.5pp | 345.32%-304.6pp |
| Employer contribution / active EE | $1,533 | $3,220-52.4% | $2,521-39.2% | $4,762-67.8% |
| Participant deferral / active EE | $3,624 | $4,778-24.1% | $4,049-10.5% | $5,850-38.0% |
| Admin fee / account holder | $325 | $12,205-97.3% | $7,497-95.7% | $11,596-97.2% |