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 | $4,440 | $39,019-88.6% | $80,716-94.5% | $85,850-94.8% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 18.03% | 26.27%-8.2pp | 87.28%-69.2pp | 318.53%-300.5pp |
| Employer contribution / active EE | $2,342 | $722+224.3% | $1,160+101.9% | $2,565-8.7% |
| Participant deferral / active EE | $1,738 | $1,326+31.1% | $2,146-19.0% | $3,952-56.0% |
| Admin fee / account holder | $597 | $2,431-75.4% | $3,380-82.3% | $6,260-90.5% |