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 7-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 | $4,542 | $112,881-96.0% | $90,951-95.0% | $158,922-97.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.74% | 215.79%-198.1pp | 134.60%-116.9pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,178 | $2,893-59.3% | $2,122-44.5% | $4,761-75.3% |
| Participant deferral / active EE | $1,178 | $4,128-71.5% | $3,373-65.1% | $5,982-80.3% |
| Admin fee / account holder | $317 | $8,041-96.1% | $5,959-94.7% | $11,246-97.2% |