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 | $6,991 | $107,334-93.5% | $92,893-92.5% | $152,861-95.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.4%+7.6pp |
| Annual return | 32.14% | 145.58%-113.4pp | 109.41%-77.3pp | 345.32%-313.2pp |
| Employer contribution / active EE | $1,944 | $4,221-54.0% | $3,653-46.8% | $4,762-59.2% |
| Participant deferral / active EE | $3,724 | $4,845-23.1% | $4,236-12.1% | $5,850-36.3% |
| Admin fee / account holder | $316 | $7,079-95.5% | $5,794-94.5% | $11,596-97.3% |