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 | $6,401 | $96,128-93.3% | $136,007-95.3% | $80,856-92.1% |
| Participation rate | 76.8% | 71.2%+5.6pp | 76.5%+0.4pp | 67.6%+9.2pp |
| Annual return | 77.63% | 28.71%+48.9pp | 579.32%-501.7pp | 35.59%+42.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $4,217-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,118 | $5,709-62.9% | $7,025-69.9% | $4,296-50.7% |
| Admin fee / account holder | $1,430 | $8,236-82.6% | $6,858-79.2% | $6,918-79.3% |