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 3-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 | $5,563 | $102,317-94.6% | $146,958-96.2% | $80,856-93.1% |
| Participation rate | 84.8% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 16.94% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $1,282 | $3,713-65.5% | $4,933-74.0% | $2,755-53.5% |
| Participant deferral / active EE | $2,759 | $6,644-58.5% | $8,070-65.8% | $4,296-35.8% |
| Admin fee / account holder | $354 | $7,941-95.5% | $12,998-97.3% | $6,918-94.9% |