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 | $4,388 | $82,664-94.7% | $125,339-96.5% | $68,494-93.6% |
| Participation rate | 87.5% | 75.0%+12.5pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | 29.35% | -5.97%+35.3pp | 572.05%-542.7pp | -7.84%+37.2pp |
| Employer contribution / active EE | $2,410 | $3,381-28.7% | $4,814-49.9% | $2,596-7.2% |
| Participant deferral / active EE | $3,883 | $6,110-36.5% | $7,446-47.9% | $4,027-3.6% |
| Admin fee / account holder | $706 | $6,275-88.8% | $10,010-92.9% | $5,403-86.9% |