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 4-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 | $4,767 | $105,126-95.5% | $94,646-95.0% | $139,434-96.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 35.26% | 38.03%-2.8pp | 156.71%-121.4pp | 372.94%-337.7pp |
| Employer contribution / active EE | $1,587 | $4,106-61.3% | $3,672-56.8% | $4,751-66.6% |
| Participant deferral / active EE | $2,844 | $7,599-62.6% | $7,418-61.7% | $6,710-57.6% |
| Admin fee / account holder | $563 | $8,984-93.7% | $7,231-92.2% | $11,403-95.1% |