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 | $8,725 | $117,983-92.6% | $101,794-91.4% | $142,382-93.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.04% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,970 | $2,773-28.9% | $2,289-13.9% | $4,299-54.2% |
| Participant deferral / active EE | $1,984 | $4,714-57.9% | $4,084-51.4% | $6,507-69.5% |
| Admin fee / account holder | $3,498 | $10,433-66.5% | $8,777-60.1% | $12,624-72.3% |