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 | $16,628 | $176,812-90.6% | $146,665-88.7% | $167,490-90.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.50% | 24.03%-9.5pp | 22.74%-8.2pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,046 | $5,160-79.7% | $4,136-74.7% | $4,837-78.4% |
| Participant deferral / active EE | $3,680 | $6,440-42.8% | $5,506-33.2% | $6,341-42.0% |
| Admin fee / account holder | $609 | $13,259-95.4% | $10,280-94.1% | $12,309-95.1% |