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 3-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 | $4,907 | $58,234-91.6% | $81,783-94.0% | $80,874-93.9% |
| Participation rate | 80.9% | 63.4%+17.4pp | 72.4%+8.5pp | 67.6%+13.2pp |
| Annual return | 15.14% | 41.70%-26.6pp | 775.05%-759.9pp | 35.62%-20.5pp |
| Employer contribution / active EE | $628 | $2,341-73.2% | $2,913-78.4% | $2,756-77.2% |
| Participant deferral / active EE | $1,646 | $3,283-49.9% | $4,320-61.9% | $4,297-61.7% |
| Admin fee / account holder | $536 | $4,982-89.2% | $7,380-92.7% | $6,935-92.3% |