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 | $5,416 | $96,635-94.4% | $86,612-93.7% | $139,434-96.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.28% | 106.41%-89.1pp | 591.07%-573.8pp | 372.94%-355.7pp |
| Employer contribution / active EE | $975 | $3,263-70.1% | $3,022-67.8% | $4,751-79.5% |
| Participant deferral / active EE | $2,019 | $4,836-58.2% | $4,438-54.5% | $6,710-69.9% |
| Admin fee / account holder | $1,457 | $6,408-77.3% | $5,614-74.0% | $11,403-87.2% |