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 | $7,873 | $116,175-93.2% | $93,606-91.6% | $152,861-94.8% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 29.85% | 35.96%-6.1pp | 32.76%-2.9pp | 345.32%-315.5pp |
| Employer contribution / active EE | $1,725 | $3,218-46.4% | $2,718-36.5% | $4,762-63.8% |
| Participant deferral / active EE | $3,014 | $4,603-34.5% | $4,069-25.9% | $5,850-48.5% |
| Admin fee / account holder | $2,168 | $10,748-79.8% | $7,888-72.5% | $11,596-81.3% |