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 | $5,369 | $108,172-95.0% | $77,482-93.1% | $158,922-96.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.88% | 31.67%-18.8pp | 54.79%-41.9pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,870 | $1,325+116.6% | $986+191.0% | $4,761-39.7% |
| Participant deferral / active EE | $4,305 | $2,456+75.3% | $1,861+131.3% | $5,982-28.0% |
| Admin fee / account holder | $323 | $3,708-91.3% | $2,858-88.7% | $11,246-97.1% |