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 | $2,709 | $65,409-95.9% | $98,442-97.2% | $85,850-96.8% |
| Participation rate | 91.4% | 65.0%+26.4pp | 73.3%+18.1pp | 69.3%+22.1pp |
| Annual return | 30.67% | 21.76%+8.9pp | 1492.73%-1462.1pp | 318.53%-287.9pp |
| Employer contribution / active EE | $780 | $2,168-64.0% | $2,960-73.7% | $2,565-69.6% |
| Participant deferral / active EE | $1,838 | $3,166-41.9% | $4,276-57.0% | $3,952-53.5% |
| Admin fee / account holder | $370 | $4,593-91.9% | $5,949-93.8% | $6,260-94.1% |