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 | $5,987 | $75,828-92.1% | $147,614-95.9% | $59,632-90.0% |
| Participation rate | 92.3% | 71.6%+20.7pp | 84.6%+7.7pp | 68.7%+23.6pp |
| Annual return | 12.64% | 0.37%+12.3pp | 61.98%-49.3pp | 2041.28%-2028.6pp |
| Employer contribution / active EE | $850 | $3,485-75.6% | $5,564-84.7% | $2,203-61.4% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $1,422 | $5,985-76.2% | $11,611-87.8% | $4,297-66.9% |