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 | $8,902 | $105,931-91.6% | $81,930-89.1% | $158,922-94.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 4.60% | 38.17%-33.6pp | 29.49%-24.9pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,237 | $7,800-84.1% | $4,310-71.3% | $4,761-74.0% |
| Participant deferral / active EE | $3,463 | $13,003-73.4% | $7,107-51.3% | $5,982-42.1% |
| Admin fee / account holder | $9,666 | $8,489+13.9% | $5,158+87.4% | $11,246-14.0% |