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 | $5,771 | $100,852-94.3% | $90,404-93.6% | $158,922-96.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.96% | 1724.20%-1699.2pp | 1293.02%-1268.1pp | 302.83%-277.9pp |
| Employer contribution / active EE | $2,140 | $3,689-42.0% | $3,262-34.4% | $4,761-55.1% |
| Participant deferral / active EE | $2,791 | $4,348-35.8% | $3,963-29.6% | $5,982-53.3% |
| Admin fee / account holder | $1,451 | $6,501-77.7% | $5,611-74.1% | $11,246-87.1% |