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 8-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 | $5,680 | $100,852-94.4% | $90,404-93.7% | $158,922-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.51% | 1724.20%-1698.7pp | 1293.02%-1267.5pp | 302.83%-277.3pp |
| Employer contribution / active EE | $990 | $3,689-73.2% | $3,262-69.7% | $4,761-79.2% |
| Participant deferral / active EE | $2,586 | $4,348-40.5% | $3,963-34.7% | $5,982-56.8% |
| Admin fee / account holder | $1,163 | $6,501-82.1% | $5,611-79.3% | $11,246-89.7% |