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 | $5,182 | $106,515-95.1% | $96,683-94.6% | $139,434-96.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.14% | 38.43%-26.3pp | 35.69%-23.6pp | 372.94%-360.8pp |
| Employer contribution / active EE | $1,433 | $4,103-65.1% | $3,737-61.7% | $4,751-69.8% |
| Participant deferral / active EE | $1,511 | $5,454-72.3% | $4,878-69.0% | $6,710-77.5% |
| Admin fee / account holder | $812 | $7,877-89.7% | $6,730-87.9% | $11,403-92.9% |