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 | $5,014 | $81,208-93.8% | $98,907-94.9% | $79,858-93.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 39.12% | 60.99%-21.9pp | 196.43%-157.3pp | 31.71%+7.4pp |
| Employer contribution / active EE | $833 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $3,084 | $3,265-5.5% | $4,244-27.3% | $3,740-17.5% |
| Admin fee / account holder | $511 | $6,013-91.5% | $6,642-92.3% | $5,306-90.4% |