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 | $14,214 | $70,428-79.8% | $96,562-85.3% | $85,850-83.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 13.20% | 18.59%-5.4pp | 37.78%-24.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $1,902 | $1,413+34.6% | $2,356-19.3% | $2,565-25.8% |
| Participant deferral / active EE | $1,382 | $2,894-52.2% | $3,849-64.1% | $3,952-65.0% |
| Admin fee / account holder | $733 | $4,997-85.3% | $6,181-88.1% | $6,260-88.3% |