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 7-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 | $3,988 | $104,486-96.2% | $76,817-94.8% | $152,861-97.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 44.83% | 1013.37%-968.5pp | 1166.11%-1121.3pp | 345.32%-300.5pp |
| Employer contribution / active EE | $1,467 | $3,116-52.9% | $2,302-36.3% | $4,762-69.2% |
| Participant deferral / active EE | $2,402 | $4,236-43.3% | $3,336-28.0% | $5,850-58.9% |
| Admin fee / account holder | $455 | $12,275-96.3% | $6,420-92.9% | $11,596-96.1% |