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 | $10,145 | $115,770-91.2% | $101,248-90.0% | $158,922-93.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 28.38% | 56.14%-27.8pp | 46.47%-18.1pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,367 | $4,175-67.3% | $3,660-62.6% | $4,761-71.3% |
| Participant deferral / active EE | $3,796 | $4,957-23.4% | $4,370-13.1% | $5,982-36.6% |
| Admin fee / account holder | $462 | $7,245-93.6% | $5,945-92.2% | $11,246-95.9% |