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 | $4,894 | $108,642-95.5% | $74,701-93.4% | $152,861-96.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.08% | 114.06%-93.0pp | 752.92%-731.8pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,432 | $1,503-4.7% | $1,084+32.2% | $4,762-69.9% |
| Participant deferral / active EE | $2,182 | $2,712-19.5% | $1,964+11.1% | $5,850-62.7% |
| Admin fee / account holder | $339 | $4,902-93.1% | $3,333-89.8% | $11,596-97.1% |