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 4-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 | $7,774 | $102,604-92.4% | $86,188-91.0% | $139,434-94.4% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 39.64% | 1922.51%-1882.9pp | 1168.45%-1128.8pp | 372.94%-333.3pp |
| Employer contribution / active EE | $1,223 | $3,032-59.7% | $2,380-48.6% | $4,751-74.3% |
| Participant deferral / active EE | $3,515 | $4,676-24.8% | $3,985-11.8% | $6,710-47.6% |
| Admin fee / account holder | $443 | $8,657-94.9% | $6,852-93.5% | $11,403-96.1% |