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 | $7,335 | $127,264-94.2% | $109,895-93.3% | $167,490-95.6% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.2%+21.6pp | 82.1%+13.7pp |
| Annual return | 16.72% | 22.97%-6.2pp | 29.45%-12.7pp | 478.56%-461.8pp |
| Employer contribution / active EE | $1,310 | $3,322-60.6% | $2,842-53.9% | $4,837-72.9% |
| Participant deferral / active EE | $2,538 | $4,514-43.8% | $4,048-37.3% | $6,341-60.0% |
| Admin fee / account holder | $964 | $7,114-86.4% | $6,066-84.1% | $12,309-92.2% |