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 | $8,240 | $107,334-92.3% | $92,893-91.1% | $152,861-94.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 51.04% | 145.58%-94.5pp | 109.41%-58.4pp | 345.32%-294.3pp |
| Employer contribution / active EE | $2,173 | $4,221-48.5% | $3,653-40.5% | $4,762-54.4% |
| Participant deferral / active EE | $5,295 | $4,845+9.3% | $4,236+25.0% | $5,850-9.5% |
| Admin fee / account holder | $540 | $7,079-92.4% | $5,794-90.7% | $11,596-95.3% |