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 | $6,730 | $102,604-93.4% | $86,188-92.2% | $139,434-95.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.77% | 1922.51%-1905.7pp | 1168.45%-1151.7pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,118 | $3,032-63.1% | $2,380-53.0% | $4,751-76.5% |
| Participant deferral / active EE | $1,831 | $4,676-60.9% | $3,985-54.1% | $6,710-72.7% |
| Admin fee / account holder | $790 | $8,657-90.9% | $6,852-88.5% | $11,403-93.1% |