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 | $8,586 | $112,096-92.3% | $95,952-91.1% | $158,922-94.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 159.78% | 171.09%-11.3pp | 91.61%+68.2pp | 302.83%-143.0pp |
| Employer contribution / active EE | $1,838 | $3,198-42.5% | $2,541-27.7% | $4,761-61.4% |
| Participant deferral / active EE | $5,341 | $4,784+11.6% | $4,167+28.2% | $5,982-10.7% |
| Admin fee / account holder | $1,112 | $10,130-89.0% | $6,795-83.6% | $11,246-90.1% |