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 6-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 | $7,104 | $155,788-95.4% | $124,672-94.3% | $167,490-95.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 61.50% | 17.97%+43.5pp | 5142.93%-5081.4pp | 478.56%-417.1pp |
| Employer contribution / active EE | $2,209 | $4,163-46.9% | $3,324-33.5% | $4,837-54.3% |
| Participant deferral / active EE | $3,545 | $5,673-37.5% | $4,614-23.2% | $6,341-44.1% |
| Admin fee / account holder | $1,016 | $9,531-89.3% | $7,493-86.4% | $12,309-91.7% |