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 | $6,571 | $102,317-93.6% | $146,958-95.5% | $80,856-91.9% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 30.34% | 134.76%-104.4pp | 418.34%-388.0pp | 35.59%-5.3pp |
| Employer contribution / active EE | $2,750 | $3,713-25.9% | $4,933-44.3% | $2,755-0.2% |
| Participant deferral / active EE | $3,498 | $6,644-47.3% | $8,070-56.6% | $4,296-18.6% |
| Admin fee / account holder | $987 | $7,941-87.6% | $12,998-92.4% | $6,918-85.7% |