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 8-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 | $4,915 | $60,124-91.8% | $90,404-94.6% | $79,858-93.8% |
| Participation rate | 81.5% | 65.0%+16.5pp | 72.7%+8.8pp | 69.6%+11.8pp |
| Annual return | 27.57% | 71.94%-44.4pp | 1293.02%-1265.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $410 | $2,068-80.2% | $3,262-87.4% | $2,471-83.4% |
| Participant deferral / active EE | $1,287 | $2,938-56.2% | $3,963-67.5% | $3,740-65.6% |
| Admin fee / account holder | $494 | $3,976-87.6% | $5,611-91.2% | $5,306-90.7% |