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 | $3,845 | $70,756-94.6% | $65,493-94.1% | $142,382-97.3% |
| Participation rate | 94.7% | 77.4%+17.4pp | 73.1%+21.6pp | 80.1%+14.6pp |
| Annual return | 13.62% | 1754.89%-1741.3pp | 982.45%-968.8pp | 217.08%-203.5pp |
| Employer contribution / active EE | $642 | $2,881-77.7% | $2,574-75.1% | $4,299-85.1% |
| Participant deferral / active EE | $1,310 | $4,637-71.8% | $3,961-66.9% | $6,507-79.9% |
| Admin fee / account holder | $1,608 | $6,559-75.5% | $5,028-68.0% | $12,624-87.3% |