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 | $5,586 | $100,773-94.5% | $88,946-93.7% | $142,382-96.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.50% | 70.18%-52.7pp | 57.82%-40.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,480 | $2,918+19.3% | $2,555+36.2% | $4,299-19.1% |
| Participant deferral / active EE | $4,640 | $5,230-11.3% | $4,581+1.3% | $6,507-28.7% |
| Admin fee / account holder | $20,065 | $9,693+107.0% | $8,261+142.9% | $12,624+58.9% |