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 | $17,891 | $227,553-92.1% | $189,557-90.6% | $167,490-89.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 10.87% | 78.40%-67.5pp | 64.17%-53.3pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,164 | $5,316-78.1% | $4,412-73.6% | $4,837-75.9% |
| Participant deferral / active EE | $3,180 | $7,002-54.6% | $6,174-48.5% | $6,341-49.9% |
| Admin fee / account holder | $330 | $11,878-97.2% | $9,807-96.6% | $12,309-97.3% |