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 | $5,899 | $109,817-94.6% | $98,442-94.0% | $167,490-96.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 18.32% | 1956.69%-1938.4pp | 1492.73%-1474.4pp | 478.56%-460.2pp |
| Employer contribution / active EE | $2,527 | $3,224-21.6% | $2,960-14.6% | $4,837-47.8% |
| Participant deferral / active EE | $5,593 | $4,673+19.7% | $4,276+30.8% | $6,341-11.8% |
| Admin fee / account holder | $481 | $6,753-92.9% | $5,949-91.9% | $12,309-96.1% |