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 | $13,253 | $142,405-90.7% | $115,157-88.5% | $152,861-91.3% |
| Participation rate | 92.9% | 82.4%+10.5pp | 75.9%+17.0pp | 82.4%+10.4pp |
| Annual return | 35.57% | 41.48%-5.9pp | 35.60%0pp | 345.32%-309.7pp |
| Employer contribution / active EE | $2,149 | $4,010-46.4% | $3,179-32.4% | $4,762-54.9% |
| Participant deferral / active EE | $8,068 | $5,164+56.2% | $4,168+93.6% | $5,850+37.9% |
| Admin fee / account holder | $873 | $8,462-89.7% | $7,088-87.7% | $11,596-92.5% |