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 | $12,022 | $157,256-92.4% | $141,162-91.5% | $152,861-92.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.51% | 64.32%-26.8pp | 71.39%-33.9pp | 345.32%-307.8pp |
| Employer contribution / active EE | $2,645 | $5,261-49.7% | $4,735-44.1% | $4,762-44.5% |
| Participant deferral / active EE | $5,998 | $7,109-15.6% | $6,709-10.6% | $5,850+2.5% |
| Admin fee / account holder | $1,665 | $12,120-86.3% | $10,261-83.8% | $11,596-85.6% |