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 | $6,172 | $102,604-94.0% | $86,188-92.8% | $139,434-95.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 70.58% | 1922.51%-1851.9pp | 1168.45%-1097.9pp | 372.94%-302.4pp |
| Employer contribution / active EE | $893 | $3,032-70.5% | $2,380-62.5% | $4,751-81.2% |
| Participant deferral / active EE | $5,392 | $4,676+15.3% | $3,985+35.3% | $6,710-19.6% |
| Admin fee / account holder | $307 | $8,657-96.5% | $6,852-95.5% | $11,403-97.3% |