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 | $5,035 | $107,334-95.3% | $92,893-94.6% | $152,861-96.7% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 45.99% | 145.58%-99.6pp | 109.41%-63.4pp | 345.32%-299.3pp |
| Employer contribution / active EE | $1,535 | $4,221-63.6% | $3,653-58.0% | $4,762-67.8% |
| Participant deferral / active EE | $2,256 | $4,845-53.4% | $4,236-46.7% | $5,850-61.4% |
| Admin fee / account holder | $508 | $7,079-92.8% | $5,794-91.2% | $11,596-95.6% |