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 5-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 | $2,608 | $102,604-97.5% | $86,188-97.0% | $139,434-98.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 18.24% | 1922.51%-1904.3pp | 1168.45%-1150.2pp | 372.94%-354.7pp |
| Employer contribution / active EE | $675 | $3,032-77.8% | $2,380-71.7% | $4,751-85.8% |
| Participant deferral / active EE | $1,169 | $4,676-75.0% | $3,985-70.7% | $6,710-82.6% |
| Admin fee / account holder | $700 | $8,657-91.9% | $6,852-89.8% | $11,403-93.9% |