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 | $5,767 | $121,625-95.3% | $104,607-94.5% | $158,922-96.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.51% | 465.26%-444.8pp | 340.46%-320.0pp | 302.83%-282.3pp |
| Employer contribution / active EE | $1,930 | $3,163-39.0% | $2,681-28.0% | $4,761-59.5% |
| Participant deferral / active EE | $3,509 | $4,177-16.0% | $3,740-6.2% | $5,982-41.3% |
| Admin fee / account holder | $628 | $7,787-91.9% | $6,473-90.3% | $11,246-94.4% |