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 | $5,734 | $99,020-94.2% | $86,590-93.4% | $147,584-96.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.98% | 1312.34%-1294.4pp | 964.84%-946.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $857 | $3,132-72.6% | $2,839-69.8% | $4,876-82.4% |
| Participant deferral / active EE | $1,864 | $3,972-53.1% | $3,609-48.3% | $5,439-65.7% |
| Admin fee / account holder | $798 | $5,710-86.0% | $4,906-83.7% | $10,885-92.7% |