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 | $4,829 | $96,635-95.0% | $86,612-94.4% | $139,434-96.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.04% | 106.41%-81.4pp | 591.07%-566.0pp | 372.94%-347.9pp |
| Employer contribution / active EE | $2,084 | $3,263-36.1% | $3,022-31.0% | $4,751-56.1% |
| Participant deferral / active EE | $4,082 | $4,836-15.6% | $4,438-8.0% | $6,710-39.2% |
| Admin fee / account holder | $1,153 | $6,408-82.0% | $5,614-79.5% | $11,403-89.9% |