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 | $7,636 | $60,323-87.3% | $81,812-90.7% | $74,495-89.7% |
| Participation rate | 73.3% | 62.9%+10.5pp | 72.3%+1.0pp | 67.2%+6.1pp |
| Annual return | 16.31% | 16.90%-0.6pp | 773.79%-757.5pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $802 | $2,620-69.4% | $2,912-72.5% | $2,623-69.4% |
| Participant deferral / active EE | $1,516 | $3,387-55.3% | $4,319-64.9% | $4,346-65.1% |
| Admin fee / account holder | $759 | $1,486-48.9% | $7,386-89.7% | $1,942-60.9% |