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 | $15,973 | $157,256-89.8% | $141,162-88.7% | $152,861-89.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.07% | 64.32%-28.3pp | 71.39%-35.3pp | 345.32%-309.3pp |
| Employer contribution / active EE | $1,451 | $5,261-72.4% | $4,735-69.4% | $4,762-69.5% |
| Participant deferral / active EE | $6,452 | $7,109-9.2% | $6,709-3.8% | $5,850+10.3% |
| Admin fee / account holder | $1,066 | $12,120-91.2% | $10,261-89.6% | $11,596-90.8% |