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 | $24,094 | $102,317-76.5% | $146,958-83.6% | $80,856-70.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 20.54% | 134.76%-114.2pp | 418.34%-397.8pp | 35.59%-15.1pp |
| Employer contribution / active EE | $4,312 | $3,713+16.1% | $4,933-12.6% | $2,755+56.5% |
| Participant deferral / active EE | $8,421 | $6,644+26.7% | $8,070+4.3% | $4,296+96.0% |
| Admin fee / account holder | $4,969 | $7,941-37.4% | $12,998-61.8% | $6,918-28.2% |