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 4-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 | $6,039 | $60,323-90.0% | $81,812-92.6% | $74,495-91.9% |
| Participation rate | 87.4% | 62.9%+24.5pp | 72.3%+15.0pp | 67.2%+20.2pp |
| Annual return | 15.96% | 16.90%-0.9pp | 773.79%-757.8pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,442 | $3,387-27.9% | $4,319-43.5% | $4,346-43.8% |
| Admin fee / account holder | $452 | $1,486-69.6% | $7,386-93.9% | $1,942-76.7% |