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 | $8,550 | $104,664-91.8% | $85,682-90.0% | $167,490-94.9% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 15.55% | 21.45%-5.9pp | 21.49%-5.9pp | 478.56%-463.0pp |
| Employer contribution / active EE | $759 | $3,337-77.2% | $2,618-71.0% | $4,837-84.3% |
| Participant deferral / active EE | $1,573 | $4,824-67.4% | $3,923-59.9% | $6,341-75.2% |
| Admin fee / account holder | $1,854 | $10,032-81.5% | $6,873-73.0% | $12,309-84.9% |