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 8-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 | $3,951 | $89,355-95.6% | $141,162-97.2% | $72,985-94.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 53.80% | 111.85%-58.1pp | 71.39%-17.6pp | 81.00%-27.2pp |
| Employer contribution / active EE | $1,291 | $3,114-58.6% | $4,735-72.7% | $2,440-47.1% |
| Participant deferral / active EE | $3,037 | $5,418-43.9% | $6,709-54.7% | $3,607-15.8% |
| Admin fee / account holder | $347 | $5,958-94.2% | $10,261-96.6% | $5,124-93.2% |