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 | $8,591 | $157,256-94.5% | $141,162-93.9% | $152,861-94.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 71.93% | 64.32%+7.6pp | 71.39%+0.5pp | 345.32%-273.4pp |
| Employer contribution / active EE | $2,105 | $5,261-60.0% | $4,735-55.5% | $4,762-55.8% |
| Participant deferral / active EE | $4,636 | $7,109-34.8% | $6,709-30.9% | $5,850-20.7% |
| Admin fee / account holder | $479 | $12,120-96.0% | $10,261-95.3% | $11,596-95.9% |