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 | $8,641 | $107,934-92.0% | $91,989-90.6% | $152,861-94.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 53.97% | 89.24%-35.3pp | 69.02%-15.1pp | 345.32%-291.4pp |
| Employer contribution / active EE | $2,642 | $4,210-37.2% | $3,452-23.5% | $4,762-44.5% |
| Participant deferral / active EE | $4,163 | $6,364-34.6% | $5,923-29.7% | $5,850-28.8% |
| Admin fee / account holder | $410 | $10,520-96.1% | $7,743-94.7% | $11,596-96.5% |