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 | $5,810 | $70,587-91.8% | $124,672-95.3% | $85,850-93.2% |
| Participation rate | 100.0% | 64.4%+35.6pp | 74.6%+25.4pp | 69.3%+30.7pp |
| Annual return | 12.01% | 20688.83%-20676.8pp | 5142.93%-5130.9pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,889 | $1,913-1.3% | $3,324-43.2% | $2,565-26.4% |
| Participant deferral / active EE | $3,148 | $2,969+6.0% | $4,614-31.8% | $3,952-20.3% |
| Admin fee / account holder | $502 | $5,282-90.5% | $7,493-93.3% | $6,260-92.0% |