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 | $8,765 | $64,324-86.4% | $118,925-92.6% | $79,858-89.0% |
| Participation rate | 96.0% | 64.9%+31.1pp | 75.4%+20.6pp | 69.6%+26.4pp |
| Annual return | 30.39% | 86.45%-56.1pp | 35.88%-5.5pp | 31.71%-1.3pp |
| Employer contribution / active EE | $2,059 | $1,836+12.1% | $3,263-36.9% | $2,471-16.7% |
| Participant deferral / active EE | $2,075 | $2,824-26.5% | $4,265-51.4% | $3,740-44.5% |
| Admin fee / account holder | $415 | $4,040-89.7% | $6,581-93.7% | $5,306-92.2% |