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 | $9,969 | $83,902-88.1% | $167,512-94.0% | $84,808-88.2% |
| Participation rate | 85.7% | 66.5%+19.2pp | 77.1%+8.7pp | 68.3%+17.4pp |
| Annual return | 17.26% | 91.55%-74.3pp | 1615.79%-1598.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $730 | $2,264-67.7% | $3,882-81.2% | $2,631-72.2% |
| Participant deferral / active EE | $2,294 | $4,442-48.4% | $6,405-64.2% | $4,212-45.5% |
| Admin fee / account holder | $450 | $7,915-94.3% | $9,769-95.4% | $7,344-93.9% |