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 | $4,975 | $158,398-96.9% | $126,539-96.1% | $142,382-96.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 25.21% | 593.76%-568.5pp | 425.95%-400.7pp | 217.08%-191.9pp |
| Employer contribution / active EE | $1,098 | $4,650-76.4% | $3,674-70.1% | $4,299-74.5% |
| Participant deferral / active EE | $2,207 | $4,767-53.7% | $4,083-45.9% | $6,507-66.1% |
| Admin fee / account holder | $519 | $6,918-92.5% | $6,065-91.4% | $12,624-95.9% |