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 | $2,455 | $110,502-97.8% | $80,716-97.0% | $167,490-98.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 24.68% | 120.54%-95.9pp | 87.28%-62.6pp | 478.56%-453.9pp |
| Employer contribution / active EE | $1,245 | $1,543-19.3% | $1,160+7.3% | $4,837-74.3% |
| Participant deferral / active EE | $1,967 | $2,871-31.5% | $2,146-8.3% | $6,341-69.0% |
| Admin fee / account holder | $327 | $4,545-92.8% | $3,380-90.3% | $12,309-97.3% |