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 | $5,203 | $107,334-95.2% | $92,893-94.4% | $152,861-96.6% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 29.61% | 145.58%-116.0pp | 109.41%-79.8pp | 345.32%-315.7pp |
| Employer contribution / active EE | $1,090 | $4,221-74.2% | $3,653-70.2% | $4,762-77.1% |
| Participant deferral / active EE | $1,443 | $4,845-70.2% | $4,236-65.9% | $5,850-75.3% |
| Admin fee / account holder | $477 | $7,079-93.3% | $5,794-91.8% | $11,596-95.9% |