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 7-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 | $4,721 | $104,664-95.5% | $85,682-94.5% | $167,490-97.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.33% | 21.45%-7.1pp | 21.49%-7.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,518 | $3,337-54.5% | $2,618-42.0% | $4,837-68.6% |
| Participant deferral / active EE | $2,388 | $4,824-50.5% | $3,923-39.1% | $6,341-62.3% |
| Admin fee / account holder | $1,995 | $10,032-80.1% | $6,873-71.0% | $12,309-83.8% |