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 9-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 | $8,314 | $107,015-92.2% | $73,545-88.7% | $147,584-94.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 10.22% | 38.25%-28.0pp | -15.16%+25.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $1,858 | $1,760+5.6% | $1,219+52.4% | $4,876-61.9% |
| Participant deferral / active EE | $302 | $2,462-87.7% | $1,806-83.3% | $5,439-94.4% |
| Admin fee / account holder | $451 | $3,055-85.2% | $2,320-80.6% | $10,885-95.9% |