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 | $6,486 | $110,261-94.1% | $95,745-93.2% | $139,434-95.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 24.46% | 27.11%-2.6pp | 28.35%-3.9pp | 372.94%-348.5pp |
| Employer contribution / active EE | $2,061 | $3,257-36.7% | $2,835-27.3% | $4,751-56.6% |
| Participant deferral / active EE | $4,135 | $4,676-11.6% | $4,245-2.6% | $6,710-38.4% |
| Admin fee / account holder | $1,049 | $6,613-84.1% | $5,678-81.5% | $11,403-90.8% |