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 | $4,211 | $109,327-96.1% | $89,391-95.3% | $158,922-97.4% |
| Participation rate | 95.8% | 74.3%+21.6pp | 68.0%+27.9pp | 82.0%+13.9pp |
| Annual return | 34.33% | 345.68%-311.3pp | 245.62%-211.3pp | 302.83%-268.5pp |
| Employer contribution / active EE | $1,391 | $3,170-56.1% | $2,586-46.2% | $4,761-70.8% |
| Participant deferral / active EE | $2,059 | $4,598-55.2% | $3,890-47.1% | $5,982-65.6% |
| Admin fee / account holder | $346 | $6,153-94.4% | $4,881-92.9% | $11,246-96.9% |