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 | $5,476 | $78,422-93.0% | $95,952-94.3% | $79,858-93.1% |
| Participation rate | 95.1% | 73.5%+21.6pp | 77.1%+18.0pp | 69.6%+25.4pp |
| Annual return | 55.96% | 19.37%+36.6pp | 91.61%-35.7pp | 31.71%+24.2pp |
| Employer contribution / active EE | $1,373 | $1,945-29.4% | $2,541-46.0% | $2,471-44.4% |
| Participant deferral / active EE | $1,949 | $3,440-43.3% | $4,167-53.2% | $3,740-47.9% |
| Admin fee / account holder | $335 | $5,622-94.0% | $6,795-95.1% | $5,306-93.7% |