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 | $8,195 | $81,248-89.9% | $155,509-94.7% | $80,856-89.9% |
| Participation rate | 84.8% | 66.2%+18.6pp | 78.2%+6.6pp | 67.6%+17.1pp |
| Annual return | 12.05% | 33.31%-21.3pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $738 | $3,100-76.2% | $4,672-84.2% | $2,755-73.2% |
| Participant deferral / active EE | $1,197 | $3,452-65.3% | $5,626-78.7% | $4,296-72.1% |
| Admin fee / account holder | $1,359 | $7,997-83.0% | $15,912-91.5% | $6,918-80.4% |