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 | $5,717 | $102,604-94.4% | $86,188-93.4% | $139,434-95.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 130.73% | 1922.51%-1791.8pp | 1168.45%-1037.7pp | 372.94%-242.2pp |
| Employer contribution / active EE | $1,429 | $3,032-52.9% | $2,380-40.0% | $4,751-69.9% |
| Participant deferral / active EE | $3,916 | $4,676-16.2% | $3,985-1.7% | $6,710-41.6% |
| Admin fee / account holder | $373 | $8,657-95.7% | $6,852-94.6% | $11,403-96.7% |