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 6-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 | $6,008 | $176,662-96.6% | $130,648-95.4% | $152,861-96.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.61% | 2692.24%-2669.6pp | 1708.96%-1686.3pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,943 | $5,742-66.2% | $4,092-52.5% | $4,762-59.2% |
| Participant deferral / active EE | $747 | $4,361-82.9% | $3,603-79.3% | $5,850-87.2% |
| Admin fee / account holder | $378 | $7,133-94.7% | $5,464-93.1% | $11,596-96.7% |