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 3-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 | $13,434 | $91,538-85.3% | $129,995-89.7% | $75,163-82.1% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 20.95% | -631.11%+652.1pp | -137.18%+158.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $2,716 | $2,845-4.6% | $4,320-37.1% | $2,670+1.7% |
| Participant deferral / active EE | $5,389 | $4,341+24.1% | $5,820-7.4% | $4,125+30.6% |
| Admin fee / account holder | $683 | $6,790-89.9% | $10,614-93.6% | $5,651-87.9% |