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 | $4,759 | $227,553-97.9% | $189,557-97.5% | $167,490-97.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 21.01% | 78.40%-57.4pp | 64.17%-43.2pp | 478.56%-457.5pp |
| Employer contribution / active EE | $893 | $5,316-83.2% | $4,412-79.8% | $4,837-81.5% |
| Participant deferral / active EE | $5,188 | $7,002-25.9% | $6,174-16.0% | $6,341-18.2% |
| Admin fee / account holder | $326 | $11,878-97.3% | $9,807-96.7% | $12,309-97.4% |