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 | $4,598 | $96,305-95.2% | $80,569-94.3% | $139,434-96.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 21.43% | 1350.08%-1328.7pp | 935.43%-914.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $693 | $3,262-78.8% | $2,723-74.6% | $4,751-85.4% |
| Participant deferral / active EE | $1,110 | $5,232-78.8% | $4,447-75.0% | $6,710-83.5% |
| Admin fee / account holder | $328 | $6,599-95.0% | $5,377-93.9% | $11,403-97.1% |