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 5-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 | $5,577 | $117,983-95.3% | $101,794-94.5% | $142,382-96.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.39% | 36.92%-24.5pp | 30.53%-18.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $743 | $2,773-73.2% | $2,289-67.5% | $4,299-82.7% |
| Participant deferral / active EE | $1,306 | $4,714-72.3% | $4,084-68.0% | $6,507-79.9% |
| Admin fee / account holder | $666 | $10,433-93.6% | $8,777-92.4% | $12,624-94.7% |