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 | $4,319 | $84,696-94.9% | $75,696-94.3% | $167,490-97.4% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.8%+2.1pp | 82.1%-5.2pp |
| Annual return | 13.39% | 199.36%-186.0pp | 104.53%-91.1pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,308 | $3,230-59.5% | $2,743-52.3% | $4,837-73.0% |
| Participant deferral / active EE | $1,936 | $4,580-57.7% | $3,821-49.4% | $6,341-69.5% |
| Admin fee / account holder | $1,595 | $5,355-70.2% | $3,619-55.9% | $12,309-87.0% |