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 10-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 | $8,140 | $103,376-92.1% | $87,100-90.7% | $152,861-94.7% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 22.30% | 28.10%-5.8pp | 28.19%-5.9pp | 345.32%-323.0pp |
| Employer contribution / active EE | $1,308 | $3,220-59.4% | $2,521-48.1% | $4,762-72.5% |
| Participant deferral / active EE | $2,757 | $4,778-42.3% | $4,049-31.9% | $5,850-52.9% |
| Admin fee / account holder | $1,235 | $12,205-89.9% | $7,497-83.5% | $11,596-89.3% |