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 | $10,404 | $85,202-87.8% | $172,739-94.0% | $72,985-85.7% |
| Participation rate | 90.7% | 70.1%+20.7pp | 82.6%+8.1pp | 69.5%+21.3pp |
| Annual return | 23.66% | 27.32%-3.7pp | 802.84%-779.2pp | 81.00%-57.3pp |
| Employer contribution / active EE | $2,195 | $3,324-34.0% | $5,143-57.3% | $2,440-10.0% |
| Participant deferral / active EE | $2,567 | $3,260-21.3% | $5,198-50.6% | $3,607-28.8% |
| Admin fee / account holder | $491 | $5,884-91.7% | $13,954-96.5% | $5,124-90.4% |