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 | $8,681 | $63,861-86.4% | $104,607-91.7% | $79,858-89.1% |
| Participation rate | 90.0% | 64.9%+25.1pp | 74.1%+15.9pp | 69.6%+20.4pp |
| Annual return | 22.96% | 21.30%+1.7pp | 340.46%-317.5pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,386 | $1,588-12.7% | $2,681-48.3% | $2,471-43.9% |
| Participant deferral / active EE | $2,159 | $2,693-19.8% | $3,740-42.3% | $3,740-42.3% |
| Admin fee / account holder | $351 | $4,185-91.6% | $6,473-94.6% | $5,306-93.4% |