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 | $13,221 | $107,334-87.7% | $92,893-85.8% | $152,861-91.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.96% | 145.58%-126.6pp | 109.41%-90.5pp | 345.32%-326.4pp |
| Employer contribution / active EE | $845 | $4,221-80.0% | $3,653-76.9% | $4,762-82.3% |
| Participant deferral / active EE | $2,555 | $4,845-47.3% | $4,236-39.7% | $5,850-56.3% |
| Admin fee / account holder | $456 | $7,079-93.6% | $5,794-92.1% | $11,596-96.1% |