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 7-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 | $8,043 | $115,770-93.1% | $101,248-92.1% | $158,922-94.9% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 29.72% | 56.14%-26.4pp | 46.47%-16.8pp | 302.83%-273.1pp |
| Employer contribution / active EE | $1,681 | $4,175-59.7% | $3,660-54.1% | $4,761-64.7% |
| Participant deferral / active EE | $3,531 | $4,957-28.8% | $4,370-19.2% | $5,982-41.0% |
| Admin fee / account holder | $641 | $7,245-91.2% | $5,945-89.2% | $11,246-94.3% |