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 3-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 | $5,774 | $159,901-96.4% | $146,958-96.1% | $145,922-96.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.19% | 98.13%-66.9pp | 418.34%-387.2pp | 561.29%-530.1pp |
| Employer contribution / active EE | $1,504 | $5,286-71.6% | $4,933-69.5% | $4,660-67.7% |
| Participant deferral / active EE | $3,668 | $8,428-56.5% | $8,070-54.5% | $6,688-45.2% |
| Admin fee / account holder | $495 | $15,044-96.7% | $12,998-96.2% | $13,397-96.3% |