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 | $4,746 | $102,317-95.4% | $146,958-96.8% | $80,856-94.1% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.2%+7.0pp | 67.6%+21.6pp |
| Annual return | 21.39% | 134.76%-113.4pp | 418.34%-396.9pp | 35.59%-14.2pp |
| Employer contribution / active EE | $910 | $3,713-75.5% | $4,933-81.6% | $2,755-67.0% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $435 | $7,941-94.5% | $12,998-96.7% | $6,918-93.7% |