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 | $15,580 | $102,317-84.8% | $146,958-89.4% | $80,856-80.7% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 25.47% | 134.76%-109.3pp | 418.34%-392.9pp | 35.59%-10.1pp |
| Employer contribution / active EE | $1,393 | $3,713-62.5% | $4,933-71.8% | $2,755-49.4% |
| Participant deferral / active EE | $3,511 | $6,644-47.2% | $8,070-56.5% | $4,296-18.3% |
| Admin fee / account holder | $345 | $7,941-95.6% | $12,998-97.3% | $6,918-95.0% |