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 | $8,967 | $116,175-92.3% | $93,606-90.4% | $152,861-94.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.90% | 35.96%-14.1pp | 32.76%-10.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,332 | $3,218-58.6% | $2,718-51.0% | $4,762-72.0% |
| Participant deferral / active EE | $2,109 | $4,603-54.2% | $4,069-48.2% | $5,850-63.9% |
| Admin fee / account holder | $3,763 | $10,748-65.0% | $7,888-52.3% | $11,596-67.6% |