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 | $9,999 | $149,734-93.3% | $118,925-91.6% | $158,922-93.7% |
| Participation rate | 95.7% | 82.1%+13.6pp | 75.4%+20.3pp | 82.0%+13.7pp |
| Annual return | 22.86% | 19.95%+2.9pp | 35.88%-13.0pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,882 | $4,115-54.3% | $3,263-42.3% | $4,761-60.5% |
| Participant deferral / active EE | $2,810 | $5,223-46.2% | $4,265-34.1% | $5,982-53.0% |
| Admin fee / account holder | $1,049 | $8,603-87.8% | $6,581-84.1% | $11,246-90.7% |